Full Name
Phone
*
Email
*
Organization
Annual Revenue Band
Number of Staff
Primary CRM
What is your biggest operational frustration?
How documented are your core processes (onboarding, advice preparation, reviews)?
No documentation
A few notes here and there, nothing formal
Some processes documented, but incomplete or outdated
Most processes documented and mostly followed
Fully documented, followed and maintained
How consistent are workflows across your team?
Everyone works differently
Loosely similar, but plenty of personal variation
Broadly consistent, with some gaps
Mostly standardised, occasional exceptions
Fully standardised
How would you rate turnaround efficiency across onboarding, advice prep, reviews and implementation?
Frequently delayed or bottlenecked
Slow, with regular hold-ups
Reasonable, but inconsistent
Generally efficient, occasional delays
Fast and predictable
How much of your CRM's capability do you actually use?
Less than 25%
Around 25–40%
Around 40–60%
Around 60–75%
75%+, fully optimised
How automated are your CRM workflows?
No workflows at all
A couple of basic workflows
Several workflows, but manual gaps remain
Mostly automated, minor manual steps
Fully automated end-to-end
How would you describe current team workload?
Burnt out
Overloaded most of the time
Busy, but manageable
Comfortable, with occasional pressure
Adequate spare capacity
How stable has your team been over the past 24 months?
High turnover
A few departures, some disruption
Reasonably steady
Stable, with only minor changes
Very stable
How would you describe AI adoption in your practice?
Not using AI
Trialling AI occasionally
Using AI for a few specific tasks
Using AI regularly across the team
Strategic, embedded AI use
How well do you track KPIs (revenue, capacity, profitability)?
Not tracked at all
Tracked occasionally, informally
Tracked, but not reviewed regularly
Tracked and reviewed periodically
Advanced real-time tracking
How confident are you the practice could grow without just hiring more staff?
Not confident at all
A little confident, but reliant on more hires
Somewhat confident, some systems in place
Fairly confident, most systems would scale
Very confident, systems would scale