Tired of losing time, leads, and opportunities?

If you’ve outgrown manual processes or disconnected software, this 1–2 minute survey will help us understand your challenges and build a tailored solution for your business.

Full Name

Business Name *

Email *

Phone *

Industry or Niche *

Are you in real estate, health and wellness, or home service?

What’s your biggest challenge right now? *

e.g. "Managing leads," "Scaling operations," etc.

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How do you currently manage your leads and clients?

Please choose one answer: *

Spreadsheet or manual notes

Basic CRM or software (not fully utilized)

Multiple tools that don’t connect well

A streamlined system that works well

What’s your biggest struggle with day-to-day operations?

Please choose one answer: *

Following up with leads consistently

Scheduling and appointment management

Automating routine tasks

Keeping track of team performance

Other

Which area of growth do you want the most help with?

Please choose one answer: *

Getting more qualified leads

Improving customer retention & referrals

Automating marketing campaigns

Tracking ROI from marketing efforts

How ready are you to implement a solution that can streamline your business?

Please choose one answer: *

I’m just exploring options right now

I know I need a better system, but not urgent

I’m actively looking for the right solution soon

I’m ready to take action and implement as soon as possible

What is your average monthly revenue?

Please choose one answer: *

Less than $10,000/month

$10,000 – $30,000/month

$30,000 – $75,000/month

$75,000 – $150,000/month

$150,000+/month

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