First Name *

Email *

Business Name *

Approximately how many leads are in your CRM right now? *

Estimate the total number of contacts or leads stored in your CRM — not just active ones.

How would you describe the state of your CRM data? *

Is your contact data clean, tagged, updated — or a bit of a mess?

How soon do new leads typically get followed up with? *

From first inquiry to first call/text/email. Select the average timeframe for initial outreach.

How many times are leads typically followed up with? *

Think about the average number of contact attempts per lead across sales or marketing.

Are you using automation (email/text) to follow up? *

Includes email drips, SMS reminders, or CRM-triggered automations. Manual follow-up doesn’t count.

What’s your current lead-to-sale conversion rate? *

Enter your average % of leads that turn into paying customers. Leave blank if unsure.

What's your average deal size or customer value? *

Use your best estimate. If you sell multiple services, pick the most common average value

Where do most of your leads come from?

Choose your primary lead source to assess ROI by channel.