What feels the most stressful about your current Sales & Lead system? Please select all that apply
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I’m paying for too many subscriptions
Things break and I don’t know why
I'm spending too much time managing it
I can’t get help when I need it
It’s hard to keep track of where leads/sales are coming from
I don’t know if it’s actually helping me make more money
Wasting time on repetitive/manual tasks
No central place to manage it all
Other (Please be specific below)
If you answered "other" on the first question, please be specific:
What type of business do you have?
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How much are you spending each month on software subscriptions?
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$0
$29 - $100
$101 – $300
$301 – $500
Over $500
Current Monthly Revenue
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No Sales Yet
Under $5k/month
$5k - $10k/month
$10k - $25k/month
$25k+/month
Revenue Goal
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$3k - $5k/month
$5k - $10k/month
$10k - $25k/month
$25k+/month
Manual work drains time and causes leaked sales. Which of these do you still do manually? Please elect all that apply:
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Following up with leads
Tracking sales
Collecting Leads
Replying to comments & sending DM's
Booking or confirming calls
Client onboarding
Sending welcome emails
Creating invoices or collecting payments
Other
If you could wave a magic wand and fix ONE thing about your Software and Operations, what would it be?
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Almost done! How often do you launch new funnels (for offers or events)?
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Maybe 1-2 times per year. My sales are mostly evergreen.
Monthly
Quarterly
Unsure
How soon do you want help with this?
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As soon as possible
Within the next 30 days
I’m exploring options
Where should I send your custom report?
Email
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