Q1:Where do things usually get stuck? (Select all that apply) *

Leads not followed up with fast enough

Too many manual tasks or reminders

Slow process for contracts, quotes, or payments

Tracking KPI analytics & reporting

Disorganized communication with team or clients

Everything runs smoothly (for now)

Q2: How organized are your leads and customers? *

Mostly in notes or spreadsheets

In a CRM, but I don't use it much

Fully tracked and automated in one place

Q3: How do new reviews usually come in for your business? *

I don’t get reviews

I rarely get new ones — it’s hard to keep up

A few each month, but not consistent

They come in automatically and bring new leads

Q4: How easily can you view your business KPI's & metrics? *

I don't track my business KPI's & metrics

I can find out by jumping between apps to check

I have one dashboard that shows me everything

Q5: How consistent are your follow-ups with leads/customers? *

I forget sometimes

It's good, but not as consistent as i'd like

It’s automatic and always on time

Q6: How do you send estimates, invoices, or contracts? *

I don’t

I make and send them manually

I use software but still chase signatures / payments

It’s fully automated — send, sign, done

Q7: How would you describe your social media presence? *

I'm inactive on social media

I want to be active, but I don’t have enough content

I post when I remember

I have help, but it’s not automatic

Everything is scheduled and posted for me

Q8: How are you using AI tools right now? *

No interest in using AI

Haven’t tried them yet

Used a few, but not often

Use them daily to save time and improve results

Q9: How well does your website bring in leads? *

It’s more like a brochure

It brings a few leads here and there

It brings in leads every day / week

Q10: How do clients usually book calls or appointments? *

Back-and-forth texts or emails + manual calendar entry

Through a link, but I still follow up manually

They book anytime and it auto-updates my calendar

Q12: How do you share training or info with clients/team? *

Over email or PDFs

Shared folders or partial systems

Through a centralized online portal or course platform

Q13: What happens when someone calls and you miss it? *

Nothing — I might call later

I get a notification

They instantly get a follow-up text

Q14: What would make the biggest difference for you right now? (Pick up to 3) *

Implementing a seamless lead flow system to save time and reduce manual tasks

Clearer analytics & KPI tracking

More 5-star reviews automatically

Funnel/Landing Page that actually converts

Automate quotes, invoices, and follow-ups

Video/Photo content for my social media

Easier social media management

Easier scheduling & communication

Smarter use of AI tools

Q15: If these gaps were fixed, what would change most for you? *