Do you have a consistent stream of new leads coming in every week? *

Yes

No

Are you confident that your marketing is targeting your ideal customer? *

Yes

No

Do you know which marketing channels are giving you the best ROI? *

Yes

No

Do you have a clearly defined IDEAL customer profile? *

Yes

No

Do you automatically capture and organize every new lead that comes into your business? *

Yes

No

Is first contact with every qualified lead within 15 minutes or less? *

Yes

No

Are unqualified leads filtered out before they take up your team’s time? *

Yes

No

Are you confident that all of your qualified leads are properly contacted? *

Yes

No

Do you have an automated system that keeps in touch with leads who haven’t bought yet? *

Yes

No

Are you sending regular content that educates and builds trust with your prospects? *

Yes

No

Can your leads book a call or make a purchase directly from your follow-up messages? *

Yes

No

Do you lose touch with leads who don’t respond right away? *

Yes

No

Do you have a clear, repeatable process for turning leads into paying clients? *

Yes

No

Are proposals, contracts, and payments handled quickly, digitally and automated? *

Yes

No

Can your sales team easily see where every deal stands at any given time? *

Yes

No

Do deals sometimes stall because no one followed up at the right time? *

Yes

No

Do new clients receive a welcome message and next steps immediately after they sign up? *

Yes

No

Is your onboarding process the same for every client and easy to track? *

Yes

No

Do clients know exactly what to expect and what’s expected of them? *

Yes

No

Do new clients ever seem confused about what happens after they sign up? *

Yes

No

Is your delivery process clear, consistent, and easy for both your team and your clients? *

Yes

No

Do clients get automatic updates as you complete key steps or milestones? *

Yes

No

Can your team see exactly where each client’s project or order stands? *

Yes

No

Do tasks sometimes get delayed because steps are missed or unclear? *

Yes

No

Do your clients hear from you regularly after the sale is complete? *

Yes

No

Can clients easily get help or answers without needing to chase you down? *

Yes

No

Do you have a system that checks in with clients before they feel ignored? *

Yes

No

Do you ever go weeks without communicating with active clients? *

Yes

No

Are you regularly offering add-ons, upgrades, or other services to your existing clients? *

Yes

No

Do you have a system that recommends the right offer at the right time? *

Yes

No

Can you identify when a client might be ready to buy more or move up? *

Yes

No

Do you ever finish a project or service without offering the next step? *

Yes

No

Do you track and measure the results your clients are getting from your product or service? *

Yes

No

Do clients receive regular updates or reports that show the value you’re providing? *

Yes

No

Can you quickly spot when a client isn’t seeing results or falling off track? *

Yes

No

Do you ever deliver great results without actually showing clients the impact? *

Yes

No

Do you have a system that reminds you, and your client, when it's time to renew or re-engage? *

Yes

No

Do you track client satisfaction before they cancel or disappear? *

Yes

No

Are you offering loyalty perks, bonuses, or check-ins to encourage long-term relationships? *

Yes

No

Do you have a system in place that tracks client retention? *

Yes

No

Do you regularly ask clients for referrals, reviews, or testimonials? *

Yes

No

Do you have a referral program or system that rewards people for sending new business? *

Yes

No

Are you publicly showcasing happy clients in your marketing? *

Yes

No

Do satisfied clients sometimes move on without ever sharing their experience? *

Yes

No

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First Name *

Last Name *

Business Name

Email *

Phone *