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Full Name
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Phone
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Email
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Business Name
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Business Website
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1. What type of pet service business do you run? (Select one)
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Pet Walking
Pet Grooming
Pet Sitting/Boarding
Pet training
Veterinary Practice
Other
2. How many clients do you serve in a typical month?
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Fewer than 50
50-100
100-300
300+
3. How many team members do you currently manage?
Just Me (Solo)
2-5
6-15
16+
4. Which systems or tools are you currently using to run your business? (Select all that apply)
Pen & paper
Google Calendar / Spreadsheets
Industry software (e.g., Gingr, Time to Pet)
CRM or marketing platform (e.g., Mailchimp, HubSpot)
Booking/scheduling platform
Automation tools (e.g., Zapier, Make)
None of the above
5. How do you currently handle scheduling and client communication?
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Manually via text, email, or phone
Semi-automated using tools
Fully automated system
I don’t really have a set process
6. Which of these areas are currently taking up the most of your time? (Choose up to 2)
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Booking & scheduling
Invoicing & payments
Client communication
Staff coordination
Marketing & follow-up
7. What’s your current monthly revenue? (This helps us determine your growth stage)
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Under $5K/month
$5K–$15K/month
$15K–$40K/month
$40K+/month
8. Do you have any automation or AI systems currently in place?
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None at all
A few basic automations (e.g., appointment reminders)
Moderate – we’ve automated key workflows
Advanced – our systems mostly run themselves
9. What are your current business goals? (Choose all that apply)
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Work fewer hours
Hire and manage a team
Increase profit margins
Expand to new locations
Add new services
Sell the business eventually