Find Out What’s Stopping You From Scaling
Are you currently generating a steady flow of new leads each month?
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Yes
No
If yes, approximately how many new leads do you generate each month?
Do you currently have a series of emails and/or text messages, and voicemails that automatically go out to new leads?
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Yes
No
Do you currently organize & manage leads in a pipeline?
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Yes
No
No, but we use spreadsheets
Can your staff send text message to leads from a business number without using a personal phone?
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Yes
No
Do you currently have a way of knowing your staff is calling new leads within five minutes?
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Yes
No
Do you currently have the ability to listen to recordings of conversations between new leads and your staff?
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Yes
No
Do you currently offer a way for new leads to book a call/appointment with you online?
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Yes
No
Do you currently send email/text appointment reminders?
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Yes
No
Do you currently send automated emails/text messages to no-shows encouraging them to re-schedule?
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Yes
No
Do you currently have any automated replies set up for people who message your Instagram, Facebook, Tik Tok, or Whatsapp page?
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Yes
No
We only take on a limited number of new clients each month. If approved, how soon are you looking to start implementing these systems?
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Immediately
Within 1–2 weeks
Within 30 days
Just exploring for now
Your First Name
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Last Name
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Phone
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Email
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Company/Organization
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Website or Social Media Handle
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