1. Which of these outcomes would have the biggest impact on your business right now?

Book more appointments from existing leads

Cut wasted time on unqualified prospects

Reduce no-shows and ghosting

Capture every call + lead, even after hours

Improve online reviews + trust

Increase speed from lead to conversation

2. Lead Response

How quickly and consistently do you respond to new leads?

Checkboxes:

We sometimes don’t follow up for hours (or even days)

When the lead doesn’t text back, we drop it

My team only replies during office hours

We’ve definitely lost sales because of slow response times

3. Inbound Call Handling

What happens when someone tries to call your business?

Checkboxes:

A lot of calls go to voicemail

We miss calls after hours and weekends

We’ve had people say, “I tried calling, but no one picked up”

I’m not even sure who answers inbound calls

4. Lead Revival

What happens to leads who ghost, no-show, or say “not right now”?

Checkboxes:

We haven’t touched our old leads in months

Cold leads never get followed up with again

We’ve spent thousands on leads that went nowhere

I have no system for reactivating the dead pipeline

5. Lead Qualification

Are the people hitting your calendar ready, qualified, and serious?

Checkboxes:

I waste time on calls with unqualified people

I realize someone’s a bad fit midway through

I wish I could filter leads without sounding pushy

My calendar is cluttered with time-wasters

6. Follow-Up Consistency

Is your follow-up process reliable and easy to track?

Checkboxes:

Our follow-up depends on who’s available

We lose track of convos across text, email, and calls

We waste time manually replying to leads one-by-one

I worry leads go cold just because we forget to follow up

7. Reputation & Reviews

How strong is your online trust and credibility?

Checkboxes:

We get great feedback privately, but barely any public reviews

Our Google rating isn’t what it should be

We’ve lost jobs to competitors with more reviews

Our happy clients aren’t translating into social proof

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