Do you have a single place to store all your customer information?
Yes - CRM
Yes - Spreadsheet
No - Not Yet
Do you forget to follow up with leads or customers due to scattered information?
Yes - It's a problem
Yes - Occasionally
No - I'm on it
Does finding customer data take more than a minute in your current setup?
Yes - it takes forever
Yes - but not a lot
No - it's quick and easy
On average, how much time do you spend on routine tasks like scheduling or sending reminders?
Several Hours
Less than an hour a day
Less than 5 minutes
Would you benefit from automating certain tasks to save time each week?
Yes - It would be a huge help
Yes - I could use some help
No - I like doing it the hard way
Do you struggle to stay organized, leading to last-minute scrambles or missed tasks? Be Honest.
Yes - I call it disorganized chaos
Yes - I just need a system to help stay organized
No - I have it all under control
Do you find it hard to maintain consistent communication with your clients?
Yes - I do not communicate with my clients unless I need to
Yes - I send out marketing emails, but not regularly
No - I send out regular communication including a welcome series, lead nurture campaigns and regular sales emails
Do you often rely on manual emails or phone calls to remind clients of upcoming appointments or deadlines?
Yes - I am constantly on the phone or in my inbox
Yes - My support staff does this as part of their daily tasks
No - I use software that does this for me
Do you sometimes lose out on revenue because of missed follow-ups or inadequate communication with prospects?
Yes - I don't want to think about it
Yes - Very rarely
No - I'm on top of it
Do you think your business could capture more revenue if you were more consistent in following up on leads?
Yes - I need more consistent leads and revenue
No - I'm as busy as I want to be
Are you losing potential sales because you don’t have a clear process to move leads from inquiry to sale?
Yes - What process?
Yes - I have a process but it could use work
No - I have a clear process
Would it help to have a tool that tracks and categorizes leads based on their readiness to buy?
Yes - That sounds amazing
Yes - It would improve my sales process even more
No - I already do this
Are you using multiple tools to accomplish tasks that could be done with one solution?
Yes - I use a few different software systems and/or Zapier to connect them all
Yes - I used multiple software solutions to run my business
No - I use an all-in-one solution
Do your team members get frustrated trying to stay informed and organized?
Yes - It's a common complaint
Yes - only new hires
No - we're pretty organzied
No - I don't have team members
Would you feel more confident if your business operations were more streamlined and predictable?
Yes - It sounds like a dream come true
No - I like my chaotic system just the way it is
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