Q1: How do you currently track your leads?
*
Spreadsheets (manual entry)
CRM system (HubSpot, Salesforce, etc.)
Multiple tools that don't talk to each other
What tracking? (chaos mode)
Q2: Have you ever lost lead data or had leads 'fall through the cracks'?
*
Yes, multiple times
Yes, once or twice
Not sure / probably
No, never
Q3: When your automation breaks, how do you usually find out?
*
A client/customer complains
I get an error notification
I check my dashboard regularly
Wait, automation can break?
I don't have automation yet
Q4: How often do you manually fix things that are supposed to be 'automated'?
*
Daily (it's basically a part-time job)
Weekly (frustrating but manageable)
Monthly (occasional issues)
Rarely or never
I don't have automation to fix
Q5: What happens when a webhook fails in your system?
*
It automatically retries
Everything breaks and I have to fix it
I honestly don't know
What's a webhook?
Q6: How do you handle duplicate leads in your system?
*
Manual cleanup (I delete them myself)
Prevention system (they can't be created)
They just accumulate (it's a mess)
Not sure if I have duplicates
I don't track leads in a system yet
Q7: What's your BIGGEST frustration with your current automation setup?
*
First Name
*
Email
*