Tech Savvy Assessment

Welcome Friend! Before we get started... please tell me a little about yourself

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1. How much of your daily work is currently automated (e.g., follow-ups, task reminders, appointment booking)? *

2. Do you use a system to assign, track, and manage tasks in your business? *

3. How do you handle customer communications (phone, text, email, social media)? *

4. Do you use AI or automation to respond to calls, texts, or social media messages? *

5. Do you have a single dashboard that shows you the health of your business at a glance? *

6. How effectively do you use your CRM to track and nurture customers? *

7. How do you collect and process customer data (applications, intake forms, surveys)? *

8. What best describes your email marketing setup? *

9. What happens when someone becomes a lead? *

10. How confident do you feel using and managing technology in your business? *