Lead Handling & Follow-Up

How quickly do leads get a response from your business? *

Instantly

Within a few hours

Next day or longer

Lead Handling & Follow-Up

Who handles follow-up after someone expresses interest? *

Fully automated & tracked

Manual with reminders

I’m the follow-up system

Sales Process

Do you have a defined process that moves people from interest to decision? *

Yes, partly automated

Somewhat, but manual

No process

Sales Process

Are you tracking hot leads and their actions? *

Yes, with a dashboard

Somewhat, but messy

Not at all

Client Onboarding & Delivery

When a new client signs up, how seamless is your onboarding? *

Fully automated

Works, but takes time

Manual and tedious

Client Onboarding & Delivery

How do you collect documents, schedule calls, or set expectations? *

Automated workflows

Email ping-pong

It’s chaotic

Team & Time

How often do you or your team repeat the same task? *

Rarely, it’s streamlined

Weekly

Daily

Team & Time

Who updates leads, sends reminders, and checks in with clients? *

AI/Automations

Staff manually

Me, every time

AI Integration Readiness

Have you trained any AI agents to handle communication tasks? *

Yes, booking calls & FAQs

Tried, but didn’t work well

Haven’t explored it yet

AI Integration Readiness

What’s your biggest concern about using AI in your business? *

No concerns. I want more

Unsure how to implement

Don’t trust it yet