1/14 - What happens if you stop working for a day? *

😫 Everything stops - I'm the glue

😬 Some things continue, but it's shaky

✅ It runs without me - I've got support and automation

Answer honestly...not for us, but for your clarity.

2/14 - When a new lead messages you, what happens next? *

🧍I reply when I can, manually

⏳ Sometimes I forget or delay

🤖 They get an automatic reply + follow up

Answer honestly...not for us, but for your clarity.

3/14 - How do clients usually book time with you? *

📱I manually message back and forth

🔗 I send links sometimes

📆 I have automated booking across my funnel

Answer honestly...not for us, but for your clarity.

4/14 - How often do you feel like your business is running you instead of the other way around? *

🔥 Constantly - I'm reactive

😓 Occasionally - I manage

😌 Rarely - I feel in control

Answer honestly...not for us, but for your clarity.

5/14 - How clear are you on what you do and who you help? *

🤔 It changes weekly

✍️ Somewhat - still refining

🎯 Crystal clear and dialed in

Answer honestly...not for us, but for your clarity.

6/14 - If a stranger asked what you do, could you answer confidently in one sentence? *

😶 I'd stumble or ramble

🤷‍♂️ I'd say something close

💬 I'd nail it without hesitation

Answer honestly...not for us, but for your clarity.

7/14 - Do you ever feel like people don't "get" what you do, even after you explain it? *

🙄 All the time - it's frustrating

😕 Sometimes - depending on the person

🙌 Rarely - it clicks fast

Answer honestly...not for us, but for your clarity.

8/14 - How often do people ghost or forget about you after initial contact? *

👻 All the time - I feel invisible

😐 Sometimes, depending on how busy I am

🔁 Rarely - my nurture system keeps me top-of-mind

Answer honestly...not for us, but for your clarity.

9/14 - Are your reviews and testimonials coming in consistently? *

🛑 I forget to ask

✋ I ask manually sometimes

🌟 It's automated and ongoing

Answer honestly...not for us, but for your clarity.

10/14 - What's your current system for handling follow-ups, reminders, and daily to-dos? *

🧠 It's mostly in my head

🗒️ I use a mix of apps and notes

⚙️ I have streamlined automations

Answer honestly...not for us, but for your clarity.

11/14 - Where are your best leads coming from right now? *

🤷 I don't have any consistent source

📣 I post content but it doesn't really convert

🔥 I have multiple lead streams working for me

Answer honestly...not for us, but for your clarity.

12/14 - How much revenue are you probably losing due to missed follow ups, friction, or gaps? *

💸 $1,000+ every month

💵 A few hundred, I think

🛡️ Not much - my systems catch everything

Answer honestly...not for us, but for your clarity.

13/14 - How urgent is it for you to improve your marketing, systems, or lead generation right now? (No right or wrong — just helps us meet you where you are.) *

🔥 Extremely urgent - I need help immediately

⏳ Important - I’m actively looking at solutions

👀 Exploring - I’m just trying to understand what I need

🧠 No rush - I’m gathering ideas for the future

Answer honestly...not for us, but for your clarity.

Your Organization:

Name of Business *

Business Website URL:

Business Address

You're Done! 🙌

Where and who should we send the results to? You or someone else?

First Name *

Last Name *

Email *

Cell Phone *