What industry best describes your business? *

How many employees does your business currently have? *

1-4 employees

5-10 employees

11-25 employees

26 or more employees

How would you describe your business's current website? *

We don't currently have a website

We have a website, but it's outdated or needs improvement

We have a professional website, but it generates very few inquiries

We have a professional website that consistently generates inquiries

We're not sure how well our website performs

How does your business currently capture inquiries from website visitors? *

We don't have a website or online lead capture system

Customers can only call or email us

We have a contact form, but inquiries require manual follow-up

We have forms or chat with automatic notifications and follow-up

We have an integrated system that captures, tracks and follows up with inquiries

I'm not sure how our system works

How effectively does your business track where new customer inquiries come from?

We don't track where customer inquiries come from

We occasionally ask customers how they found us, but don't record it consistently

We manually track inquiries using spreadsheets or notes

We use a CRM or software to track some customer inquiries

We have an integrated system that automatically tracks inquiries across multiple channels

I'm not sure how our inquiries are tracked

What typically happens when a potential customer calls your business and nobody is available to answer?

The call goes unanswered, and we have no follow-up system

The caller can leave a voicemail, but we don't always follow up promptly

We return missed calls manually when someone is available

We have an automated text response or callback notification

We have a reliable system that answers, captures, or follows up with missed calls promptly

I'm not sure how missed calls are handled

How quickly does your business typically respond to new customer inquiries during business hours?

How does your business currently handle customer calls outside regular business hours?

Calls go unanswered, and we have no follow-up process

Calls go to voicemail, and we respond the next business day

We use an answering service, but it cannot qualify leads or book appointments

We have an automated system that captures inquiries and notifies our team

We have a reliable 24/7 system that answers inquiries, qualifies leads, and schedules appointments when appropriate

I'm not sure how after-hours calls are handled

How does your business currently manage customer appointments, consultations, or service bookings?

We don't have a structured booking system, and appointments are sometimes missed or forgotten

Appointments are scheduled manually through phone calls, emails, or messages

We use a calendar or booking software, but confirmations and follow-ups are handled manually

We have an online booking system with automated confirmations and reminders

We have an integrated booking system with automated scheduling, reminders, CRM tracking, and follow-ups

I'm not sure how our booking process works

What typically happens when a potential customer contacts your business but doesn't immediately book an appointment or service?

We don't have a follow-up process; customers must contact us again

We occasionally follow up, but it's inconsistent

Our team manually follows up when time permits

We have a structured follow-up process, but most communication is manual

We have a reliable system that tracks inquiries and automatically supports timely follow-ups

I'm not sure how follow-ups are handled

How does your business currently handle appointment confirmations and reminders?

We don't consistently send appointment confirmations or reminders

Our team manually sends confirmations and reminders when time permits

We send confirmations, but reminders are handled manually or inconsistently

We use automated confirmations and reminders, but they aren't connected to our customer management system

We have an integrated system that automatically sends confirmations, reminders, and relevant follow-ups

I'm not sure how confirmations and reminders are handled

How does your business currently manage customer inquiries received through Facebook Messenger, Instagram, or other social media platforms?

We receive social media inquiries, but many go unanswered or are missed

We respond manually, but responses are often delayed

Our team responds regularly, but conversations aren't tracked in a central system

We use automated replies, but follow-ups and lead tracking are limited

We have an integrated system that manages, tracks, and follows up with social media inquiries

We don't receive customer inquiries through social media

I'm not sure how social media inquiries are managed

How does your business currently organize and track customer inquiries received through phone calls, website forms, email, and social media?

We don't have a centralized system, and customer inquiries sometimes get lost

Inquiries are managed separately through emails, phone logs, and social media accounts

We manually organize inquiries using spreadsheets or basic tracking tools

We use a CRM, but not all communication channels are connected

We have a centralized CRM that tracks inquiries and conversations across our key communication channels

I'm not sure how customer inquiries are organized

How does your business follow up with customers who contact you through multiple communication channels?

We don't have a consistent follow-up process across our communication channels

Follow-ups depend on individual employees remembering to respond

We manually track and follow up with inquiries, but some may be overlooked

We use automation for certain channels, but our follow-up systems aren't fully connected

We have a centralized system that tracks inquiries and coordinates timely follow-ups across our key channels

I'm not sure how follow-ups are managed across different channels

How does your business currently encourage satisfied customers to leave online reviews (such as Google reviews)?

We don't actively request customer reviews

We occasionally ask customers for reviews, but there's no consistent process

Our employees manually request reviews after completing a service

We have a structured review request process, but it isn't automated

We have an automated system that consistently invites customers to leave honest reviews

I'm not sure how customer reviews are requested

How does your business currently monitor and respond to customer reviews on platforms such as Google?

We rarely monitor our online reviews or respond to customer feedback

We occasionally check reviews, but responses are inconsistent

We manually monitor reviews and respond when someone has time

We regularly monitor and respond to reviews, but the process is entirely manual

We have a structured system that monitors reviews, alerts our team, and supports timely responses

I'm not sure how our online reviews are managed

How does your business currently follow up with customers after completing a service, appointment, or consultation?

We don't follow up with customers after completing a service or appointment

We occasionally follow up, but there's no consistent process

Our team manually follows up when time permits

We have a structured follow-up process, but most communication is manual

We have an automated system that sends appropriate follow-ups, collects feedback, and supports customer retention

I'm not sure how post-service follow-ups are handled

Full Name *

Email *

Phone *

Business Name *

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