How to reach you

Just enough to send your report and follow up.

Your name* Business name*

Best email* Best phone (text-friendly?)

How did you hear about us?*

1

The big questions

Most important section. Bullet points are fine. The rawer the better.

If you could magically fix ONE thing about your operations tomorrow, what would it be?* What's the single biggest time-suck in your week?*

The thing you do over and over that you wish you didn't have to.

Walk me through what happens when a new lead comes in. Call/click to payment.*

Every step. Who does what. Where the data lives.

If I gave you back 10 hours a week, what would you do with them?*

2

Quick snapshot

What does your business do, in one or two sentences?

How long have you been running it? Team size (including you)

Industry / what you sell City / region you serve

3

Money & marketing

Lead-to-customer time, on average % of leads that become paying customers

How do you track which marketing source produces customers?

Pixel, spreadsheet, gut feel. "I have no idea" is a real answer.

Monthly marketing spend, and what's working Where does money go that you wish was lower?

Software subs, ad spend, contractors, anything.

4

Tools & systems

What software does your business run on right now?

List everything: CRM, email, scheduling, billing, accounting, ads. Even the spreadsheets.

Which tools do you love, and which feel like a hassle? How does data flow between tools? Automatically, or manual copy/paste?

Main channel you use with customers Where you store docs & SOPs

What gets done in a spreadsheet that probably shouldn't be?

5

Bottlenecks & headaches

Last time something went wrong because of a process breakdown. What happened? Top 3-5 questions customers ask you over and over Reports or numbers you build manually every week or month? What breaks when you go on vacation? If you disappeared tomorrow, what's something only YOU know how to do? Ranked list. Parts of the job you wish you didn't have to do anymore.

#1 = most-want-out-of. Add as many as you want.

6

Wrap up

Anything I didn't ask that's important for me to know? Best windows for the 20-minute walk-through call

2-3 options in the next 7-10 days.

Timezone Your website (if any)

Tell us how your business actually runs.