I understand this assessment is intended to evaluate business operations and does not guarantee recommendations or services.

What industry best describes your business? *

Select your industry...

Industry

Employee Count *

Select a range...

Employee Count

Years in Business *

Select...

Locations *

Select...

Locations

Approximately how many new customer inquiries does your business receive each month?

Select an option

Monthly Leads

Which channel generates the largest share of your new business?

Select an option

Primary Lead Source

If a potential customer contacts your business today, how confident are you that someone responds promptly?

Very confident

Mostly confident

Some inquiries may be missed

We frequently miss inquiries

I'm not sure

Lead Response

How are new leads currently tracked?

CRM

Spreadsheet

Notebook or paper

Email only

We don't track leads

I'm not sure

Lead Tracking

During business hours, who usually answers incoming phone calls? *

A dedicated receptionist

One or more employees

The owner

Whoever is available

Calls often go unanswered

Phone Coverage

What typically happens when someone contacts your business after hours? *

Someone still responds

Voicemail

Customers submit a form or message

We respond the next business day

I'm not sure

After Hours

Which communication channels do customers regularly use to reach your business? *

Phone

Website

Facebook

Instagram

Google Business Profile

Text Messages

Live Chat

Other

Communication Channels

Which statement best describes your current communication process? *

Everything is organized and consistent

Mostly organized with occasional delays

Communication depends on who is available

Messages are sometimes missed

We know communication needs improvement

Communication Process

Approximately how many hours each week do you or your team spend on repetitive administrative tasks? *

Select a range...

Admin Hours

Which business processes are still handled primarily manually? *

Scheduling appointments

Answering phone calls

Responding to emails

Responding to text messages

Responding to social media messages

Customer follow-up

Invoicing

Data entry

Internal reporting

None of these

Other

Manual Processes

Which systems or tools does your business currently use? *

Customer relationship management system

Appointment scheduling software

Email marketing platform

Text messaging platform

Accounting or invoicing software

Project or task management software

Website contact forms

Live website chat

Phone management or call tracking software

Social media management software

Automation tools

None of these

I'm not sure

Other

Current Systems

How well do your current systems communicate or share information with one another? *

They are fully connected

Most systems are connected

Some systems are connected

Our systems are mostly separate

We do not have formal systems

I'm not sure

System Integration

How much of your customer follow-up currently happens automatically? *

Nearly all of it

Most of it

Some of it

Very little

None of it

I'm not sure

Follow-Up Automation

Which statement best describes your business data and customer information? *

Everything is centralized and easy to access

Most information is organized in one primary system

Information is spread across several systems

Information is stored in emails, spreadsheets, or personal notes

We do not have a consistent system

I'm not sure

Data Organization

What are your primary business goals over the next 12 months? *

Increase revenue

Generate more qualified leads

Improve lead conversion

Improve customer communication

Reduce missed calls or inquiries

Save time through automation

Improve operational efficiency

Hire or expand the team

Open additional locations

Improve customer retention

Reduce owner involvement in daily operations

Prepare the business to scale

Other

Growth Goals

If customer demand increased significantly next month, how prepared would your business be to handle it? *

Fully prepared

Mostly prepared

Somewhat prepared

Not very prepared

Not prepared at all

I'm not sure

Growth Capacity

How much internal capacity does your business currently have to implement new systems or process improvements? *

We have dedicated time and resources

We can make time for the right project

Capacity is limited but manageable

We are already stretched thin

The owner would need to handle most of it

I'm not sure

Implementation Capacity

How soon would you like to begin improving the areas identified through this assessment? *

Immediately

Within 30 days

Within 60–90 days

Within 3–6 months

More than 6 months from now

I'm exploring options only

Implementation Timeline

Which challenges are currently affecting your business? *

Missing incoming phone calls

Slow response to customer inquiries

Inconsistent customer follow-up

Not generating enough qualified leads

Difficulty tracking leads and opportunities

Too much repetitive administrative work

Disconnected systems or information

Poor visibility into business performance

Limited staff capacity

Too much owner involvement in daily operations

Difficulty maintaining consistent processes

Customer retention challenges

Difficulty scaling without adding more staff

Uncertainty about where to improve first

None of these

Other

Current Challenges

How much are these challenges affecting your business today? *

Minimal impact

Some impact

Moderate impact

Significant impact

Severe impact

I'm not sure

Business Impact

Which area would create the greatest value if improved first? *

Lead generation

Lead response and conversion

Phone and customer communication

Customer follow-up

Operational efficiency

Systems and automation

Customer retention

Team capacity

Reducing owner workload

Business reporting and visibility

Preparing the business to scale

I'm not sure

Top Priority

What is the biggest obstacle preventing your business from operating or growing the way you want it to? *

Biggest Obstacle

Full Name *

Full Name

Business Name *

Business Email *

Business Phone *

Phone

By checking this box, I consent to receive non-marketing text messages from Alpha Monetizers about your Alpha Business Opportunity Assessment™ results and requested communications. Message frequency varies, message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

By checking this box, I consent to receive marketing and promotional messages including special offers, discounts, new product updates among others, from [BUSINESS NAME] at the phone number provided. Frequency may vary. Message & data rates may apply. Text HELP for assistance, reply STOP to opt out.

How would you prefer we contact you if we have questions about your assessment? *

Select an option

Preferred Contact