Step 1 of 4 — Contact

Full Name

Email

Phone

Company (optional)

SMS Consent (optional but recommended)

Yes — you can text me about my results & next steps.

We only text if consent is checked. Standard rates may apply.

Step 2 of 4 — Business Snapshot

How many new leads does your business typically receive each month?

What is your average customer value?

Roughly what percentage of leads become paying customers?

Step 3 of 4 — Lead Response

How quickly does your team usually respond to a new lead?

Under 5 minutes 5–15 minutes 15–60 minutes 1–24 hours More than 24 hours

What happens when someone calls your business and nobody answers?

They immediately receive an automated text/email Someone follows up manually within a few hours Someone may follow up later in the day Usually nothing happens

Can a lead instantly book an appointment online without waiting for someone?

Yes, instantly anytime Yes, but only during business hours Sometimes depending on source No, manual contact required

Step 4 of 4 — System Health

How many follow-up attempts happen in the first 7 days after a lead comes in?

8+ attempts 5–7 attempts 3–4 attempts 1–2 attempts No consistent follow-up

Which channels are used for follow-up?

SMS + Email + Calls SMS + Email Email only Calls only No real follow-up system

What happens when leads come in after hours or on weekends?

Automated response instantly Automated response delayed Responded next business day No consistent process

Do you regularly follow up with old leads who never booked or never closed?

Yes, automated campaigns Occasionally manual outreach Rarely Never

Can you clearly see where leads are getting stuck in your sales pipeline?

Yes, fully tracked Mostly tracked Somewhat unclear No visibility

What is your biggest operational bottleneck right now?

Slow lead response Weak follow-up Low booking rate Poor lead reactivation Lack of pipeline visibility Not sure

By submitting, you agree to receive your results by email. SMS is only sent if consent is checked.

Identify the Automation Bottleneck Costing Your Business Leads