How do new leads currently book a call with you? *

I DM them or send a link manually

They book through my website

I don’t really have discovery calls

What happens after someone books a call? *

I follow up manually before/after the call

I have some automated emails

It’s totally automated — emails, SMS, reminders

Do you track where each lead is in your sales process? *

Nope, it’s all in my head or notes app

I sort of track it with spreadsheets

Yes, I use a CRM

When someone says “yes,” how do you get them onboarded? *

I email them everything manually

I send a form or invoice

It’s automated — contract, invoice, welcome email

What tech are you using to run this process? *

A mix of tools (Calendly, Mailchimp, Dubsado, etc.)

I don’t really use much tech

I have an all-in-one system