How consistently does your business market itself to potential customers? *

We mostly rely on referrals, repeat business or people finding us by chance.

We market the business occasionally, but there is no consistent schedule.

We market the business regularly, although consistency can still be a challenge.

We consistently market the business using a clear plan and selected channels.

Marketing Consistency

How would you describe your use of paid advertising such as Google or Meta ads? *

We are not currently using paid advertising.

We have tried advertising before, but stopped or did not get reliable results.

We advertise from time to time or have campaigns running, but results are inconsistent.

We actively run advertising campaigns and track the leads or enquiries they generate.

Paid Advertising

How clear is your marketing message to a potential customer? *

We mainly describe our business and list the services we offer.

We explain what we do, but our message is fairly broad.

Some of our services or campaigns have a clear message and offer.

It is clear who we help, what problem we solve and what the customer should do next.

Marketing Message

Do you know which marketing channels are actually generating enquiries? *

No, we generally do not know where enquiries come from.

We sometimes ask customers how they found us.

We track some channels, but not consistently.

We consistently track where enquiries come from and can identify our stronger channels.

Marketing Source Tracking

When someone is interested in your service, how easy is it for them to become a lead? *

They normally need to call us, send a general email or message us directly.

We have a basic contact form on our website.

We use forms or landing pages for some campaigns and services.

We have clear enquiry forms, landing pages or booking options for our main offers.

Lead Capture Ease

Does your website or landing page give visitors a clear next step? *

Not really. Visitors mostly have to work out what to do next.

We have general buttons such as Contact Us, but they are not very specific.

Most important pages have a clear call to action.

Each important page or campaign has a clear next step suited to what the visitor wants.

Clear Next Step

What happens internally when a new enquiry comes in? *

Someone has to notice the email, message or form submission.

Enquiries are checked manually throughout the day.

Our team receives notifications, but the process still depends heavily on someone responding manually.

The enquiry is recorded automatically and the right person is notified immediately.

New Enquiry Handling

Are all your leads kept in one place? *

No. Leads are spread across WhatsApp, email, social media, phones and other places.

We manually record some leads in spreadsheets or similar tools.

We use a CRM or central system, but not every enquiry gets added to it.

Our enquiries automatically go into one system where they can be tracked.

Centralised Lead Management

How quickly does a new lead normally receive a response? *

It can take several hours or even until the next business day.

We normally respond during the same day.

We usually respond within about an hour during business hours.

Leads receive an immediate acknowledgement and our team follows up quickly.

Lead Response Speed

What happens if a new lead does not respond after the first conversation or message? *

We normally leave it there.

We may try contacting them once more.

Our team normally follows up several times, although it is mostly manual.

We have a structured follow-up process using a combination of automation and personal follow-up.

Lead Follow-Up

How easy is it for a potential client to book an appointment or consultation? *

They need to phone or message us and arrange a time manually.

Our team books appointments manually into a calendar.

Customers can book online, but the process has limited follow-up or reminders.

Customers can book online and receive automatic confirmations and reminders.

Appointment Booking

What happens after you send a quote, proposal or service information to a potential customer? *

We normally wait for them to come back to us.

We sometimes remember to follow up.

Our team follows up consistently, but the process is mainly manual.

Quotes or proposals are tracked and there is a clear follow-up process.

Quote Follow-Up

Can you easily see where each active lead is in your sales process? *

No, we would need to check messages, emails or ask team members.

We use notes, spreadsheets or another manual method.

We have a CRM or tracking system, but it is not always kept up to date.

We use clear stages and can easily see where each lead is in the process.

Lead Stage Visibility

Do you know how many enquiries eventually become appointments or customers? *

No, we do not track this.

We have a general idea, but not reliable numbers.

We track some results but do not review them consistently.

We regularly track enquiries, appointments and customers so we can measure conversion.

Conversion Tracking

How consistently do you ask satisfied customers for reviews or feedback? *

We rarely ask.

We ask occasionally when someone remembers.

We have a regular process, but it is mostly manual.

We have a consistent process for requesting, monitoring and responding to customer reviews.

Review Requests

How often do you use marketing and sales results to make improvements? *

We generally do not review the numbers.

We normally look at results when something appears to be going wrong.

We review performance occasionally and make adjustments.

We regularly review performance and use what we learn to improve campaigns and follow-up.

Performance Improvement

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