How many hours per week do you spend on lead generation & sales? *

Less than 5 hours

5-15 hours

15+ hours

Do you have a system in place to convert leads into paying clients?

No, I manually follow up with everyone

I have some automation but it's inconsistent

Yes, I have a structured funnel & automated follow-ups

Are you using automation for follow-ups, scheduling, and payments?

Not at all

Some tasks are automated, but I still do a lot manually

Everything is automated & streamlined

How clear is your offer & pricing structure?

I’m still figuring it out

I have an offer, but my pricing isn't optimized

My offer & pricing are clear, and I consistently close deals

What’s your biggest struggle in hitting consistent revenue?

Getting leads in the first place

Converting leads into paying customers

Scaling my systems to handle more clients

Do you have a CRM in place where you can see your leads, client payments, communications, etc., in one central location?

No, I track everything manually in spreadsheets

I have a CRM, but I’m not using it effectively

Yes, my CRM is fully integrated with my sales and marketing systems

How many software programs are you using to run your business? *

Mailchimp

ActiveCampaign

Keap

ClickFunnels

Leadpages

SamCart

ThriveCart

Stripe

PayPal

ConvertKit

Kartra

GoHighLevel

HubSpot

Salesforce

Zoho CRM

Infusionsoft

Calendly

Acuity Scheduling

Zapier

Kajabi

Thinkific

Membership.io

(Select all that apply)

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