1. How do you currently respond to new leads who call or message your business? *

I don’t respond right away, especially after hours.

I check messages and call back manually when I can

I try to respond quickly, but it’s not consistent

I use a voicemail or auto-reply but still handle calls manually

I have a basic system that responds automatically during work hours

I use an AI voice or chatbot or AI CRM to respond to all inquiries 24/7

2. What’s your current process for qualifying leads before booking time with them? *

I don’t qualify leads

I talk to every lead, even if they’re not serious

I ask a few questions manually

I have a form, but I don’t enforce it or track responses

I use an automated form to collect basic info

I use an AI workflow to qualify leads automatically and prioritize top ones, sort them and auto communicate with them and book appointment immediately.

3. How do you manage and follow up with potential clients after the first contact? *

I don’t follow up consistently

I use sticky notes or a spreadsheet

I send some manual follow-up messages

I use a calendar reminder to follow up

I have an email/text automation set up for follow-ups

I have a CRM that automates personalized follow-ups with email and SMS/WhatsApp based on lead scoring, all automatically.

4. How do you book appointments or consultations with potential clients? *

I do it manually by phone or text/WhatsApp

I send them a link and hope they book

I confirm appointments myself over the phone

I use a basic calendar tool, but it’s not synced to my pipeline

I send reminders but still manage scheduling manually

I have a fully automated booking system that syncs with my pipeline and handles no-shows/follow-ups via email/SMS and Phone.

5. How do you re-engage past clients or lost leads? *

I don’t do anything after the initial deal

I think about following up, but rarely do

I send a newsletter once in a while

I make a few follow-up calls when I have time

I use an email/text system to re-engage past clients

I have automated email, SMS, and voice follow-ups that re-engage leads and clients at the right time.

6. Do you track how many leads convert into appointments or clients? *

I don’t track anything

I have a rough idea, but no numbers

I track some data manually

I use a basic CRM but don’t check analytics

I look at reports sometimes, but they’re hard to read

I have dashboards that show conversion rates at every stage of my funnel

7. How do you currently manage leads that don’t convert right away? *

I forget about them completely

I check in randomly every few months

I occasionally send a newsletter or promo

I use a spreadsheet or notes to try following up manually

I send drip emails, but not consistently

I have an AI powered automated nurture + reactivation flow for cold leads

8. I have an automated nurture + reactivation flow for cold leads *

I don’t really organize leads

I use a different method for each lead source

I manually move leads between tools (email, DMs, etc.)

I have a basic system for organizing leads

I use a tool that collects some leads, but it’s not unified

I have one central system that captures, tags, and routes leads from every source automatically

9. How do you currently communicate with leads across voice, email, and SMS/WhatsApp? *

I use just one channel (usually email or phone)

I switch between tools with no strategy

I use 2+ channels, but it’s manual and scattered

I have templates, but I still send messages manually

I use some automation but only for email

I have a unified system that automates personalized messages across voice, email, and SMS all automatically

10. How confident are you that no lead is falling through the cracks? *

I know I’m losing leads and missing follow-ups

I try to stay on top of it, but it’s overwhelming

I rely on memory or manual notes

I’m probably missing a few, but I think it’s okay

I have some systems, but I still worry

I’m fully confident — everything is tracked, routed, and followed up automatically

Fill your information to get your score.

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