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This quick audit pinpoints where time, leads, and money are leaking — so the fix targets what actually matters (not guesses).

Takes 3–6 minutes. No tech knowledge needed. Your answers stay private.

Q1. What’s your role right now? *

Q2. Where are you losing the most time each week? (Pick your TOP 3) *

Missed calls / calling people back

Quoting (site visits, writing quotes, sending quotes)

Follow-ups to win the job

Scheduling / rescheduling

Chasing unpaid invoices

Answering DMs/messages

Handling cancellations / no-shows

Reviews / reputation management

Reactivating past customers

Q3. If you could fix ONLY ONE thing in the next 30 days, what would it be? *

Q4. Missed enquiries: how often do you miss calls/messages while you’re busy?

Rarely (0–1/week)

Sometimes (2–5/week)

Often (6–15/week)

Constantly (15+/week)

Q5. Speed to quote: how long does it usually take from enquiry → quote sent?

Under 1 hour

Same day

1–2 days

3+ days

Q6. Follow-up: how many quotes go cold because follow-up doesn’t happen fast/consistently?

Almost none

A few

Many

I honestly don’t know, but it’s happening

Q7. Payments: what’s your biggest headache? (Pick ONE)

Q8. Post-job: what happens after a job is done?

Nothing — relationship ends

I try to rebook but it’s inconsistent

Option I have a system that works

I want a system for repeat work but don’t have time to build it

Q9B. When did you last contact customers from 2+ years ago?

Never

Over 2 years

6–24 months

Within 6 months

Q9C. Do you have any list reactivation process (even basic)?

Yes

Kind of / inconsistent

Q10. Reviews/reputation: where are you at?

I need more reviews

I get reviews but not consistently

I get negative reviews sometimes and it stresses me

I’m good here

Q11A. What’s your current Google star rating? (e.g., 4.6)

Q11B. How quickly do you respond to your negative reviews?

Same day

1–3 days

Rarely

Not sure / don’t get negatives

Q11C. Do you share positive reviews on social media?

Yes regularly

Sometimes

Never

Q12. What would “success” look like? (Choose up to 3)

5–10 more booked jobs/month

Less admin time (save ___ hours/week)

Faster quoting + higher close rate

Get paid faster / fewer overdue invoices

More repeat customers

Better reviews and reputation

Fewer interruptions while working

Q13. Priority ranking (1 = most urgent, 5 = least urgent)

Missed calls/messages handled automatically
Quotes + follow-ups automated
Deposits/invoicing + payment chasing automated
DMs + customer messages answered faster
Reactivation / repeat booking system

Q14. If we could solve your top 1–2 issues, what would it be worth per month?

$0 (just curious)

$200–$500

$500–$1,000

$1,000+ (if it genuinely works)

Q15. What’s the biggest stressor in your business right now?

Q17C. Are messages/calls in one system or scattered across apps?

Unified

Scattered

Not sure

Q18. Which ONE tool frustrates you the most right now, and why?

Q19. Magic wand: if ONE system could do everything, what would it handle automatically?

Q20B. Is your website mobile-optimised?

Yes

Not sure

Q20C. Do you have automated follow-up for website leads?

Yes

Not sure

Q21. Calls answered during business hours (roughly):

Under 70% (miss 30%+)

70–85% (miss 15–30%)

90%+ (miss under 10%)

Q22. After-hours calls (nights/weekends): what happens?

Voicemail only

Someone takes a message and calls back later

Calls are answered/qualified 24/7

Q23. Voicemail follow-up speed:

24+ hours / inconsistent

Same business day (2–8 hours)

Within 5–10 minutes

Q24. Can a caller book without waiting for a human callback?

They can request a time but needs human confirmation

Yes — instant booking 24/7

Q25. Reviews system: how do you request reviews from happy customers?

We don’t ask

Manual / sometimes

Automated request at the right time

Q26. Multi-channel booking: can customers book through chat/DM/SMS?

No — they must call or go elsewhere

They can request but you confirm later

Yes — instant booking from any channel

Q27. Website lead capture: are website form leads captured into a CRM automatically?

No forms / manual spreadsheet / inbox only

Forms go to email (not CRM)

Forms go into CRM with instant alerts + workflows

Q28. Website booking calendar:

No online booking

Link to an external booking page

Embedded booking calendar with reminders

Q29. Roughly how many enquiries do you get per week?

30. Are you currently using any AI tools in the business?

Yes — a little

Yes — regularly

Not sure

32. If AI could reliably handle ONE thing for you, what would you choose?

Q30. What’s your average job value ($)?