How long have you been actively booking clients?
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Just starting out / pre-launch
Less than 1 year
1-3 years
3+ years, established practice
How many different tools or platforms are you currently using to run your business?
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0-2
3-5
6-8
9-12
13+
(Think: scheduling, invoicing, email/CRM, forms, social scheduling, note-taking, etc.)
When someone's interested in working with you, how do they get in touch?
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They DM or text me and I reply when I see it
I have a contact form that just emails me
A form that automatically routes into a system
On average, how long does it take you to respond to a new inquiry?
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A day or more - sometimes I forget
Same day, usually
Within the hour, automatically or otherwise
If someone doesn't book after their first inquiry, what happens?
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Nothing - if they don't follow up, I don't either
I might follow up once, if I remember
I follow up manually 2-3 times
They get automatic follow-up until they respond
How do people actually get on your calendar?
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Back-and-forth texting or DMs to find a time
I send a scheduling link manually
Fully automated booking, no back-and-forth
Do past clients hear from you after their service ends?
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No - once we're done, we're done
Occasionally, if I think of it
Yes, automatically - check-ins, referral asks, emails
How do you handle invoicing and onboarding paperwork?
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Manually - I send invoices and forms one by one
I use a tool but still do a lot by hand
Fully automated from booking to paid invoice
What's the plan for the next 6 months?
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Keep things simple and lean
Grow steadily, adding structure as I go
Scale fast... I'm ready to invest in systems now
When it comes to your business systems, would you rather...
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Set things up myself and have full control
Have someone guide me through the setup
Have someone just handle it all for me
Roughly how much are you currently spending per month on tools and services to run your business?
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Nothing yet / under $50
$50-150/mo
$150-$300/mo
$300+/mo
First Name
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Last Name
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Email
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Phone
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