Discover how technology gaps might be holding your business back.

This quick assessment (approx completion time - 3 mins) will identify where you stand and what support could help you RISE up to the next level in your business.

Please fill in your information below and click Next.

First Name *

Last Name *

Email *

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Where are you in your business journey? *

Just getting started - my business plan is written on napkins

Making some money but feeling like I'm spinning plates

Consistently profitable but ready to scale without the overwhelm

Established business looking to optimize and streamline

What is your website really doing? *

What website? I'm still promising myself I'll build one 'next week

I have a website but it's giving me tumbleweeds, not customers

My website exists but it's basically a pretty digital business card

I've got a decent website but I know it could be working harder for me

Payment Systems - The Money Talk *

I'm still doing bank transfers and chasing payments like a debt collector

I use PayPal but it's not connected to anything else (like my sanity)

I have online payments but the process has more steps than assembling IKEA furniture

My payment system works but I suspect it could be converting better

Email Marketing Confessions *

Email marketing? I'm still figuring out how to send professional emails!

I collect emails like a magpie collects shiny things... then forget to use them

I send emails when I remember, which is about as often as I remember to water my plants

I've got some automated emails but there is always room for improvement

Social Media Shenanigans *

I post when inspiration strikes (which is rare)

I have grand plans for consistent posting... that last exactly 3 days

I batch content like a boss but then life happens and it all falls apart

Social Media is my bag - I LOVE it!

Analytics - Do You Even Track? *

Analytics? I count success by how many times my friends like my posts

I occasionally peek at my stats like checking the weather - interesting but no action

I track things but then get overwhelmed by all the pretty graphs and do nothing

I track metrics but I know there's more gold in them hills I'm not mining

CRM & Automation Reality Check *

I manage contacts in my head and a random spreadsheet from 2019

I've heard about CRMs but they all look like NASA control panels

I have a CRM but I use about 5% of its features (and feel guilty about it)

I'm decent with my CRM but know it could be doing way more heavy lifting

Client Onboarding - The Truth! *

My 'onboarding process' is me frantically sending emails at 11pm

I have some forms but mostly I'm playing email ping-pong with new clients

I've attempted automation but it's held together with digital duct tape

My onboarding is mostly smooth sailing

Integration Nightmares *

My tools don't talk to each other - it's like a digital silent treatment

manually transfer data between systems (and yes, I hate my tech right now)

Some things connect but it's held together with hopes and prayers

Most things integrate well but I suspect I'm missing some magic connections

Tech Support - Your Current Situation *

Tech support? That's me, myself, and I having a breakdown at 2am

I have a friend who 'knows computers' and I rope them into helping me occasionally

I have a VA but asking them to do tech stuff is like asking my dog to do taxes

I have some tech help and ready to expand my team

Time Spent Wrestling with Tech *

Tech tasks eat my life - I'm basically a part-time IT support for my own business

I lose whole afternoons to tech stuff when I should be with actual clients

It's manageable but every tech task feels like climbing Everest in flip-flops

I keep tech time minimal but I know I'm missing opportunities

Your Biggest Tech Frustration Right Now 68b9r *

EVERYTHING IS BROKEN AND NOTHING TALKS TO ANYTHING ELSE!

I know exactly what I want but have no clue how to make it happen

My systems work but they're connected like a game of Twister

Things work fine but I know they could be optimized to work brilliantly