1. Business Information

• Question 1

What is your business name? *

• Question 2

What is your website? *

• Question 3

What is your full name? *

• Question 4

What is your business email? *

• Question 5

What does your business primarily offer? *

• Question 6

How many locations does your business operate? *

1

2-5

6-10

10+

2. Current Lead & Sales Process

• Question 7

Select all that apply.

Where do most of your leads currently come from? *

Website

Google Ads

Facebook / Instagram Ads

Google Business Profile

Organic Social Media

Referrals

Outbound Calling

Email Marketing

Third-Party Lead Providers

• Question 8

Approximately how many new leads do you receive per month? *

Less than 50

50–100

100–250

250–500

500+

Not sure

• Question 9 (Optional)

What normally happens after a new lead comes in?

3. Current CRM & Technology

• Question 10

Are you currently using a CRM? *

Yes

No

If yes, which CRM or system are you using?

• Question 11

Select all that apply.

Which tools are currently important to your sales/customer process? *

CRM

Website Forms

Online Calendar / Appointment Booking

Business Phone System

SMS / Text Messaging

Email Marketing

Facebook / Instagram

Google Ads

Payment System

Zapier / Make / Other Automation Platform

4. Communication & Appointment Process

• Question 12

Select all that apply.

How does your team normally communicate with new leads? *

Phone Calls

SMS

Email

WhatsApp

Facebook / Instagram Messages

• Question 13

Do customers book appointments with your business? *

Yes

No

If yes, how are appointments currently booked?

Phone

Website

Online Calendar

Manually by Staff

5. Current Challenges

• Question 14

Select all that apply.

What are the biggest problems you would like to solve? *

Leads are not contacted quickly enough

Leads are not followed up consistently

Missed calls result in lost opportunities

Too much manual work

Leads are difficult to track

Appointment no-shows

Sales pipeline is difficult to manage

Customer communication is fragmented

Old leads/customers are not being followed up

Existing CRM is difficult to use

Systems do not communicate with each other

Other

6. Automation Interests

• Question 15

Select all that apply.

Which areas would you most like to improve or automate? *

Instant Lead Response

Lead Follow-Up / Nurturing

Missed Call Recovery

Appointment Booking

Appointment Reminders

Sales Pipeline Management

Email Automation

SMS Automation

Customer Reactivation

Review / Reputation Follow-Up

Internal Notifications

CRM Implementation

Integrations Between Systems

Not sure, I would like recommendations

7. Demo Priority

• Question 16

If we could solve one problem for your business first, what would you want it to be? *

• Question 17

Is there anything specific you would like us to demonstrate during the consultation?

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