How often does your leadership team meet on a set agenda? *

Weekly, same day and time

Every other week or monthly

Only when something comes up

We do not have a leadership meeting

Do you review a weekly scorecard of key numbers? *

Yes, 5 to 15 numbers with owners and goals, every week

We look at some numbers, not every week

Only financials at month end

How do issues get handled in your meetings? *

We list them, pick the top few and leave with decisions and owners

We discuss them but often run out of time

Mostly updates, few decisions

Issues get handled one-off by the owner

After a meeting, how are to-dos tracked? *

Written list with one owner and a 7-day due date, reviewed next week

Someone takes notes, follow-up is uneven

People remember on their own

Not tracked

Does every leader know the top 3 to 7 priorities for this quarter? *

Yes, written down with owners and reviewed weekly

Mostly, but not written down

Only the owner knows

We do not set quarterly priorities

How is your team using AI today? *

Built into documented workflows the whole team uses

Several people use tools like ChatGPT on their own

A few people have tried it

Not at all

When a new inquiry comes in, what happens? *

Automatic personal reply and booking link right away, with follow-up

Someone replies the same day

Someone replies when they get to it

Leads sometimes fall through the cracks

How is your marketing content produced? *

A steady weekly rhythm with AI helping draft and repurpose

We post sometimes, mostly by hand

Rarely

We do not do content marketing

How are meeting notes and action items captured? *

AI notetaker with automatic recap and action items

One person types notes and sends them

Notes are inconsistent

We do not capture them

How are your weekly numbers and reports produced? *

Pulled automatically into a dashboard

Built by hand each week

Built by hand when someone asks

We do not have regular reports

Last step: where should we send your results?

First Name *

Email *

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