How many team members are in your organization?
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Just me
2-5 team members
6-15 team members
16+ team members
How do you handle appointment scheduling?
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Manual scheduling via phone/email
Online calendar booking
Mix of manual and automated
Automated
Other
Other
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What are your current monthly appointment/client volumes?
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1-10 per month
11-30 per month
31-50 per month
50+ per month
How do you currently handle lead follow-up? (Select all that apply)
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Manual Email responses
Phone calls
Text messages
We often struggle to follow up consistently
We have some automation in place
Other
If other, specify below or type "N/A"
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How do you manage your client onboarding?
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Manual process with individual emails
Checklist we follow for each client
Partially automated
No standardized process
Other
If other, specify below or type "N/A"
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What programs are you currently using? (Select all that apply)
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GoHighLevel/HubSpot/Salesforce
Calendly or other scheduling software
Email marketing platform
CRM system
Project management tool
None of the above
Other
If other, specify below or type "N/A"
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What do you think are your biggest operational challenges? (Select top 3)
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Inconsistent lead-follow up
Too much time spent on administrative tasks
Difficulty tracking client communications
Manual data entry across multiple systems
Payment collection and tracking
Client onboarding takes too long
Other
Other, please specify
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Estimate the amount of time you or your team spends on manual, repetitive tasks per week?
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1-5 hours
6-10 hours
11-20 hours
20+ hours
Unsure
What are your primary goals for automation? (Select top 3)
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Save time on administrative tasks
Improve client experience
Increase lead conversion rates
Reduce errors and inconsistencies
Better tracking and reporting
Streamline client communications
Reduce costs
Scale operations
Other
Other Goal:
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What's your desired timeline for implementing automation?
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Immediate (within 30 days)
Next 1-3 months
Next 3-6 months
Just researching options
First Name
Email
*
Organization
