Question 1 of 12
What's your #1 growth bottleneck right now?
Not enough good leads coming in
Leads come in but don't book appointments
We get calls but don't close enough clients
Question 2 of 12
How many leads or enquiries do you get per month?
Fewer than 10
10–30
30–100
100+
Question 3 of 12
What's your current lead-to-client conversion rate?
Less than 2%
2–5%
5–10%
More than 10%
I don't track this
Question 4 of 12
How many sales or discovery calls do you want to book per month?
5–10 calls
10–20 calls
20–50 calls
50+ calls
Question 5 of 12
Are you currently running paid ads?
Yes — Meta / Instagram
Yes — Google Ads
Yes — both Meta and Google
No — organic and referrals only
Question 6 of 12
What's your monthly ad spend?
Not running ads
Under $1,000
$1,000–$5,000
$5,000–$10,000
$10,000+
Question 7 of 12
What's your main offer price?
Under $1,000
$1,000–$2,000
$2,000–$5,000
$5,000–$10,000
$10,000+
Question 8 of 12
How fast does your team contact a new lead after they come in?
Within 5 minutes — automated or always-on
Within 1 hour
Same day
Next day or later
We don't have a set process
Question 9 of 12
Who handles your sales conversations?
Just me — I close everything myself
1–2 dedicated closers
Full sales team — setters and closers
Outsourced SDRs or sales agency
Question 10 of 12
Are you actively tracking your sales KPIs — lead-to-call rate, show rate, close rate?
Yes — detailed dashboard with all KPIs
Yes — basic tracking in a spreadsheet or CRM
Not really — I know the rough numbers
No — I don't track this
Question 11 of 12
Which CRM are you using to manage leads?
GoHighLevel (GHL)
HubSpot
Pipedrive
Salesforce or another enterprise CRM
Spreadsheets / manual tracking
No CRM in place
Question 12 of 12
Are you using AI in your sales or follow-up process?
Yes — automated follow-ups, data tracking, and conversion AI
Yes — some automation (follow-ups or CRM workflows)
No — but actively exploring it
No — everything is fully manual