The Scaling Systems Assessment

How do you currently follow-up with leads and clients? *

Manually, when I remember

I have templates, but it's still a manual process

Automated sequences nurture them consistently

How often are you missing out on potential revenue because follow-ups don’t happen fast enough? *

All the time - I know I am leaving money on the table

Occasionally - but I try to stay on top of it

Never - my follow-up game is strong and automated

What happens when a new lead expresses interest in your business?

Nothing, I don’t have a system to capture or follow up

I manually reach out when I have time

They are added to my email list and receive a nurture sequence

Do you have a system to turn cold leads into warm, ready-to-buy clients? *

No, I feel like I am missing opportunities

I send some emails, but I don’t have a clear strategy

Yes, I have an automated sequence that nurtures leads consistently

How much time are you spending each week on repetitive tasks like appointment scheduling, follow-ups, and answering FAQs? *

5+ hours - it's exhausting

A few hours, but I manage

Barely any - my systems take care of me

What happens when someone visits your website but doesn’t book a call or make a purchase? *

Nothing, I don’t have a way to capture their information

If they fill out a contact form, I manually follow up when I can

I offer an incentive (like a lead magnet) to collect their info and automatically nurture them through email marketing

How personalized is your communication with leads and clients?

Very personalized, I have a system in place

Somewhat personalized, but it takes a lot of manual effort

Not very personalized - I wish I had more time to personalize them

I don't have any personalization - it's generic

How often do you feel overwhelmed by your current workflow?

Never, everything is organized and manageable

Occasionally, but I can manage it

Frequently, especially during busy times

Constantly, I always feel like I’m drowning

If you took a full week off, would leads and sales still come in? *

Nope, everything would stop

Some things would continue, but I’d be behind when I got back

Absolutely—automation keeps things moving

When you hear the word “automation,” what’s your gut reaction? *

Overcomplicated tech that I don’t have time to figure out

Something I know I need, but I don’t know where to start

Freedom, efficiency, and scalability

Full Name *

Email *

Phone *

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