First Name
*
Last Name
*
Organization Name
*
Phone
*
Email
*
Website or LinkedIn (optional)
Type of Business
*
Choose your area of expertise
Where do you believe your business is losing the most revenue right now?
*
Missed calls
Slow follow-up
Leads not entering CRM
No nurture sequence
Poor appointment booking
Manual admin work
No tracking/reporting
Not sure
AI Revenue Leak Assessment
How quickly do new leads usually receive follow-up?
*
Under 5 minutes
Same day
1–2 days
3+ days
Inconsistent / depends on the team
Not sure
Where do most of your leads come from?
*
Referrals
Website
Paid ads
Events / networking
Social media
Phone calls
Walk-ins / consultations
Purchased leads
Other
What outcome matters most right now?
*
Capture more leads
Respond faster
Book more calls
Automate follow-up
Organize CRM/pipeline
Reduce manual admin
Improve reporting
Add AI assistants / agents
Other Types of Improvements (optional)
Tech Comfort Level
Low - Need help every step
Medium - Comfortable with tools
High – I love automation
How quickly would you like to implement?
Implementation Timeline - How
How urgent is it for you to fix these revenue leaks?
Urgency for AI
What’s your biggest frustration right now in your business or workflow?
What would success look like 12 months from now?
Anything else we should know?
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