Do you have a consistent stream of new leads coming in every week?
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Yes
No
Are you confident that your marketing is targeting your ideal customer?
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Yes
No
Do you know which marketing channels are giving you the best ROI?
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Yes
No
Do you have a clearly defined IDEAL customer profile?
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Yes
No
Do you automatically capture and organize every new lead that comes into your business?
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Yes
No
Is first contact with every qualified lead within 15 minutes or less?
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Yes
No
Are unqualified leads filtered out before they take up your team’s time?
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Yes
No
Are you confident that all of your qualified leads are properly contacted?
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Yes
No
Do you have an automated system that keeps in touch with leads who haven’t bought yet?
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Yes
No
Are you sending regular content that educates and builds trust with your prospects?
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Yes
No
Can your leads book a call or make a purchase directly from your follow-up messages?
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Yes
No
Do you lose touch with leads who don’t respond right away?
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Yes
No
Do you have a clear, repeatable process for turning leads into paying clients?
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Yes
No
Are proposals, contracts, and payments handled quickly, digitally and automated?
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Yes
No
Can your sales team easily see where every deal stands at any given time?
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Yes
No
Do deals sometimes stall because no one followed up at the right time?
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Yes
No
Do new clients receive a welcome message and next steps immediately after they sign up?
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Yes
No
Is your onboarding process the same for every client and easy to track?
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Yes
No
Do clients know exactly what to expect and what’s expected of them?
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Yes
No
Do new clients ever seem confused about what happens after they sign up?
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Yes
No
Is your delivery process clear, consistent, and easy for both your team and your clients?
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Yes
No
Do clients get automatic updates as you complete key steps or milestones?
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Yes
No
Can your team see exactly where each client’s project or order stands?
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Yes
No
Do tasks sometimes get delayed because steps are missed or unclear?
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Yes
No
Do your clients hear from you regularly after the sale is complete?
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Yes
No
Can clients easily get help or answers without needing to chase you down?
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Yes
No
Do you have a system that checks in with clients before they feel ignored?
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Yes
No
Do you ever go weeks without communicating with active clients?
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Yes
No
Are you regularly offering add-ons, upgrades, or other services to your existing clients?
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Yes
No
Do you have a system that recommends the right offer at the right time?
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Yes
No
Can you identify when a client might be ready to buy more or move up?
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Yes
No
Do you ever finish a project or service without offering the next step?
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Yes
No
Do you track and measure the results your clients are getting from your product or service?
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Yes
No
Do clients receive regular updates or reports that show the value you’re providing?
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Yes
No
Can you quickly spot when a client isn’t seeing results or falling off track?
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Yes
No
Do you ever deliver great results without actually showing clients the impact?
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Yes
No
Do you have a system that reminds you, and your client, when it's time to renew or re-engage?
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Yes
No
Do you track client satisfaction before they cancel or disappear?
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Yes
No
Are you offering loyalty perks, bonuses, or check-ins to encourage long-term relationships?
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Yes
No
Do you have a system in place that tracks client retention?
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Yes
No
Do you regularly ask clients for referrals, reviews, or testimonials?
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Yes
No
Do you have a referral program or system that rewards people for sending new business?
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Yes
No
Are you publicly showcasing happy clients in your marketing?
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Yes
No
Do satisfied clients sometimes move on without ever sharing their experience?
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Yes
No
Select all of the options you currently use in your business.
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Website
Funnels
CRM
AI Bots
Workflow Automations
SEO
Lead Generation
Re-engaging old lead databases
Select the options you would potentially like to add to your business to create more efficiency, save more time, and increase revenue.
*
Websites
Funnels
CRM
Workflow Automations
AI Bots
SEO
Lead Generations
Re-engaging old lead databases
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