Which system acts as your single source of truth for leads and deals?
One CRM (used consistently)
Multiple tools synced
Manual, Multiple tools
Mostly spreadsheets / WhatsApp
I’m not sure
When a lead says “I’ll think about it”, what usually happens next?
Automated follow-ups start
A task or reminder is created
Follow-up happens when remembered
Usually nothing happens
I’m not sure
Who owns follow-ups — and how do you know they actually happened?
Owner + system proof
Assigned owner, no verification
Informal or shared responsibility
Founder personally checks
I’m not sure
How do you know which customers or deals are at risk right now?
System-defined risk signals
We notice activity drops
Only after complaints
We don’t track this
I’m not sure
Which tools are actively used in your operations today?
CRM
WhatsApp / SMS tools
Email marketing
Website / landing pages
Ads platforms
Spreadsheets
Other / unsure
What best describes your current monthly lead volume?
< 50 leads / month
50–200 leads / month
200+ leads / month
Not sure