What feels MOST frustrating right now? (Choose up to 3) *

Not enough leads

Leads falling through the cracks

Not enough sales

Too many disconnected tools

Manual admin work

Client onboarding issues

Capacity concerns / overwhelmed

Team communication gaps

Website feels outdated

Please enter your revenue goal (USD) for the next 30 days. *

How many sales or clients that equates to (use average if necessary). *

How many sales calls (type N/A if you don't do sales calls) does that equate to? *

How many invites to sales calls or page views (if you don't do sales calls) does that equate to? *

How many invites or page views have you made / had in the last 30 days? *

Which best describes your business right now? *

If you suddenly got 10 new clients next month, what would happen? *

Rank the following in order of importance for your business (1 is least important and 5 is most important): *

Organizing and converting existing leads better
Backend organization and systemization
Getting more leads through referrals
Improving and automating reviews and online reputation
Scaling / Onboarding Team or Contractors

Where do leads currently live? (Approximate percentages up to 100 total for all that apply) *

Instagram DMs
Facebook Messenger
Email inbox
Paper notes
Spreadsheet
CRM
My memory
Multiple places

If other, please specify. If leads don't currently find you, please note that. *

Approximately how many leads do you get monthly? *

0-5

5-15

15-30

30+

What tools or platforms are you currently using? Examples: Mailchimp, Calendly, Hubspot, ActiveCampaign, ClickFunnels, HoneyBook, Kajabi, etc. *

Approximately how much are you currently spending on software monthly (USD)? *

Which tools feel MOST frustrating or disconnected right now? *

Do you handle HIPAA-compliant or sensitive client data? *

Yes

Unsure

If yes, do you currently have a HIPAA-compliant system or process in place? *

Yes

Unsure

If yes, what system(s) are you currently using? *

Are there any compliance, privacy, or security requirements we should be aware of before implementation? *

Is your business a franchise location? *

Yes

Website *

Do you own your own website domain already? *

Yes

If yes, what is the host (N/A if you answered No above)? *

Business Social Media Links (N/A if you're not on social media) *

First Name *

Last Name *

Email *

Phone *

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