The AI Systems Audit

How are you currently capturing new leads? *

Through manual DMs or email replies

A basic form connected to my inbox

I use a CRM or lead gen funnel

I have automated lead capture synced to ads

How quickly do you follow up with new leads? *

Hours or days later

Within a few hours manually

I have an autoresponder, but that’s it

They enter an automated nurture flow immediately

Are you tracking who visits or submits on your website/funnels? *

No idea

I think so, but I’ve never checked

I installed Pixel but not sure what it does

I use Pixel + CAPI and track conversion events

How are you managing follow-up content (email, social, SMS)? *

I do it manually when I remember

I batch content, but still post or send it myself

I use scheduling tools, but not integrated with my CRM

My CRM and content tools are synced and triggered by actions

Do you have an automated lead nurture system? *

Not at all

I have one email sequence

I built a full flow but it’s outdated

Yes—automated across multiple channels based on lead behavior

How do you feel about your current systems? *

Disorganized and time-consuming

I’ve pieced things together, but it’s clunky

They’re functional, but not optimized

They’re streamlined and working well—but I want more scale

What level of support are you looking for? *

I just want clarity and a plan

I’d like some help building systems

I want everything done-for-me

I’m not sure yet—show me what’s possible