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First Name
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Last Name
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Organization
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Email
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Lead Generation & Customer Acquisition
How do you currently capture leads for your business?
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Manually track and respond to inquiries
Use a CRM or spreadsheet but update it manually
Have automated forms, but follow-ups are manual
Fully automated lead capture and follow-up
Lead Generation & Customer Acquisition
How quickly do you respond to new leads?
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Within a few days or longer
Within 24 hours
Instantly with some manual follow-up
Instantly with fully automated follow-ups
Customer Journey & Onboarding
Do you have a structured onboarding process for new clients?
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No, it's informal and varies per client
Yes, but it's mostly manual
Mostly automated, but with some manual steps
Fully automated with minimal intervention
Customer Journey & Onboarding
How do you follow up with clients after initial contact?
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I don't have a follow-up system
I manually reach out when I remember
I have reminders but no automation
I have automated follow-up sequences
Tech Stack & Efficiency
How do you track ongoing projects or service delivery?
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Manually with notes or emails
Spreadsheets or basic software
Some automation but requires manual updates
Fully automated workflows and reporting
Tech Stack & Efficiency
Do you have a system to analyze business performance and efficiency?
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No tracking or analytics in place
I manually review business performance
I use software, but reporting is inconsistent
I have an automated dashboard tracking key metrics
Business Operations & Automation
How much time do you spend on repetitive admin tasks weekly?
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More than 10 hours
5-10 hours
1-5 hours
Less than 1 hour
Business Operations & Automation
Do you feel like you could grow your business if you had more time or efficient processes?
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Yes, but I don’t know where to start
Yes, but I lack the expertise to implement solutions
Maybe, but I need a better strategy
No, I have a great system in place
Business Operations & Automation
How do you manage client follow-ups and check-ins?
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I do it manually and often forget
I have a reminder system but no automation
Some automated emails or messages
Fully automated follow-ups based on client interactions
Business Operations & Automation
Have you attempted to implement automation before?
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No, I don’t know where to start
Yes, but it was too complex or time-consuming
I have, but it’s not fully optimized
Yes, and it’s working smoothly
Business Operations & Automation
Do you have anything you want to implement in your business but haven’t because it takes too long, requires expertise, or is too much work to manage - yet it could be a huge value-add for your customers?
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Yes, but I have no idea how to start
Yes, but I lack the technical skills
Yes, but I worry about the ongoing workload
No, I have everything in place