This helps me understand what stage you’re at so I can tailor my advice.

What best describes your current business? *

I don’t have a business yet

I’m a freelancer or solopreneur

I run a small business with a team

I have a growing agency or consultancy

I want to know if you already have a system or if we’ll be starting from scratch.

What do you currently use to collect leads or book calls? *

I don’t have anything in place

I use forms or my inbox manually (Google Forms, Calendly, email, etc.)

I use some kind of CRM or automation tool

I already have a funnel and automation set up

This helps me pinpoint where your current process is breaking down.

Where are you currently stuck? *

I don’t know how to start

I’m tired of doing everything manually

I have tools, but they don’t connect or work well

I’m ready to scale but need a better system

Think: posting content, replying to DMs, follow-ups, networking, booking calls, etc.

How many hours a week do you currently spend trying to get new clients or leads? *

I’m not doing much right now, but I know I need to

1–3 hours a week

4–7 hours a week

I’ve been working hard, but it’s not getting results 😩

Pick the one that matters most to you right now.

What’s your main goal with automation? *

I want to save time

I want consistent leads

I want to look more professional

All of the above

I only work with people who are serious about building a system that works long-term. Be honest—no pressure either way.

Are you ready to invest time, effort, and min $2500 into setting up a proper automation system? *

✅ Yes, I’m ready to invest a minimum of $1K and get this off my plate

💬 I’m interested, but I need to better understand how this solves my problem

⏳ Not right now, I’m just gathering information

What would make the next 12 months feel like your best year ever? *

🧘‍♀️ I want to work less, automate more, and finally have true time freedom

⚙️ I want my backend systems fully optimized so the business runs without me

🧠 I want to scale smarter—with fewer moving parts, better margins, and less stress

🎤 I want to step into more visibility, impact, and thought leadership while my systems handle the rest

This helps me understand how you’re currently showing up online, so I can offer better recommendations. No pressure—just share what you have.

Do you have a website, funnel, or social media profile I can check out? *

🌐 I have a website
📈 I have a sales funnel or landing page
📲 I mostly use social media to connect with leads
🚫 I don’t have anything yet

💃 Yayy!! You made it till here. Just one last step, so we can connect.

Full Name *

Phone *

Email *

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.