Is Your Technology Helping Your Business Grow—or Slowing It Down?

Most business owners invest in software with good intentions.

Over time, they end up with:

> Multiple subscriptions

> Duplicate data

> Manual processes

> Missed follow-ups

> Disconnected systems

Take this 5-minute assessment to discover where your technology stack may be creating inefficiencies.

Lead Management

How often do you enter the same customer information into multiple systems?

Never

Rarely

Sometimes

Often

Frequently

Constantly

How often do you enter the same customer information into multiple systems?

Never

Rarely

Sometimes

Often

Frequently

Constantly

How often do you lose track of where a lead came from?

Never

Rarely

Sometimes

Often

Frequently

Constantly

How often do you manually move a contact?

Never

Rarely

Sometimes

Often

Frequently

Constantly

How often do you miss contacting a lead?

Never

Rarely

Sometimes

Often

Frequently

Constantly

How often do you struggle with the current status of a lead?

Never

Rarely

Sometimes

Often

Frequently

Constantly

Customer Communication

How often do you login to more than one place to check messages?

Never

Rarely

Sometimes

Often

Frequently

Constantly

How often do you switch from communicating via Facebook, Text, Instagram, email, and phone?

Never

Rarely

Sometimes

Often

Frequently

Constantly

How often do you miss a message because you didn't check that channel?

Never

Rarely

Sometimes

Often

Frequently

Constantly

How often do you lose or need to look up communication history?

Never

Rarely

Sometimes

Often

Frequently

Constantly

How often do you duplicate a response across channels?

Never

Rarely

Sometimes

Often

Frequently

Constantly

Automation and Follow Up

How often do you manually send appointment reminders?

Never

Rarely

Sometimes

Often

Frequently

Constantly

How often do you personally follow up with a lead?

Never

Rarely

Sometimes

Often

Frequently

Constantly

How often do you forget to follow up with a prospect?

Never

Rarely

Sometimes

Often

Frequently

Constantly

How often do you delay a follow up due to being busy?

Never

Rarely

Sometimes

Often

Frequently

Constantly

How often do you wish routine communication would happen automatically?

Never

Rarely

Sometimes

Often

Frequently

Constantly

Marketing Systems

How often do you use separate tools for social media, email marketing, forms, and landing pages?

Never

Rarely

Sometimes

Often

Frequently

Constantly

How often do you pay for software you barely use?

Never

Rarely

Sometimes

Often

Frequently

Constantly

How often do you have difficulty measuring marketing ROI?

Never

Rarely

Sometimes

Often

Frequently

Constantly

How often do you struggle to track which campaign a lead is from?

Never

Rarely

Sometimes

Often

Frequently

Constantly

How often do you feel like you lack visibility in your customer journey?

Never

Rarely

Sometimes

Often

Frequently

Constantly

Software Sprawl Check

Check every tool category you currently use:

CRM

Email Marketing Platform

Landing Page Builder

Calendar Scheduling Software

Text Messaging Platform

Social Media Scheduler

Forms & Surveys Tool

Website Builder

Online Course Platform

Invoicing Software

Call Tracking Software

Chat Widget

Reputation Management Tool

Workflow Automation Tool

First Name *

Last Name *

Email *

Phone

Website