First Name
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Last Name
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Email
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Where would you say your business is right now?
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What feels harder than it should right now? Choose up to 3.
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I'm doing too much myself.
Too much depends on me.
Systems/processes messy
Too much manual work
Technology scattered/complicated
Leads aren't followed up consistently
Client onboarding/journey needs work
Projects don't get implemented
Team needs better processes
Paying for too many tools
Not enough leads/sales
Don't know what to prioritize
Can't identify what's wrong
Choose Up to 3.
What would you most want your business to give you?
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How would you describe your systems?
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Pretty solid
Patchy
Mostly in my head
We've outgrown them
What systems? 😅
I'm not sure
What does your technology look like? Choose up to 3.
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Several platforms
Tools don't communicate
Manual workarounds
Overlapping tools
Underusing software
Information lives everywhere
Follow-up concerns
Want to consolidate
Technology works well
Someone else handles tech
Choose up to 3.
How much is still manual?
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Very little
Some
Quite a bit
A lot
Don't know what could be automated
What happens when something needs to be built?
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Team gets it implemented
I build it myself
Different freelancers
Start it but don't finish
Sits on my list
Need someone to make it happen
Don't know what should happen first
What support would feel most valuable? Choose up to 2.
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Look at whole business/tell me what to fix
Strategy + implementation
Better systems/processes
More automation
Simpler technology
Specific project built
Better lead generation/follow-up
Better client journey
Team/operations support
I'm not sure
Choose up to 2.
How soon?
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Ready Now
Within 30 Days
1–3 Months
Planning Ahead
Exploring
If you could fix ONE thing..
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