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1 out of 8

Do you know where your website visitors are coming from, which pages they spend time on, which ones make them leave, and whether any of them are turning into actual enquiries or calls? *

Yes — I have tracking set up and I check it regularly

No — I have no idea what is happening on my website

2 out of 8

Is there anything in your business you wish happened automatically, such as follow-ups, appointment reminders, or client communication, but still requires you or your team to do it manually? *

Yes, there are things I wish were automated but they are still manual

No, everything that needs to happen is already running automatically

3 out of 8

Are you currently using email to stay in touch with your existing clients, bring them back, and generate repeat business on a consistent basis? *

Yes, I send regular emails and it is generating results

No, I am not using email marketing at all or it is very inconsistent

4 out of 8

Do you have a system that tracks every client, records where they are in their journey with you, and ensures no one goes quiet without a follow-up? *

Yes, I have a CRM and my team uses it consistently

No, I do not have a CRM or my client records are scattered across spreadsheets and notes

5 out of 8

Does your business have an active and consistent social media presence that is regularly reaching and engaging the type of clients you actually want to attract? *

Yes, we post consistently and it is reaching the right audience

No, our social media is inactive, inconsistent, or not generating real engagement

6 out of 8

Have you ever searched for a business like yours on ChatGPT, Google AI Overview, or Bing AI to check whether your business appears in those results? *

Yes, I have checked and I appear in AI search results

No, I have never checked or I know I do not appear

7 out of 8

Have you ever searched for your own service on Google the way a potential client would, using words like "dentist near me" or "accountant in [your city]", to see if your business actually shows up? *

Yes, I have checked and my business shows up on the first page

No, I have never checked or I checked and my business did not appear

8 out of 8

Does your business have a strong collection of Google reviews, a complete and active Google Business Profile, and an online reputation that builds trust before a potential client even picks up the phone? *

Yes, we have strong reviews and an active profile that represents us well

No, our reviews are few, outdated, or our profile is incomplete