First Name
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Last Name
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Email
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Company Name
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QUESTION 1:
If you could automate one thing in your business tomorrow, what would it be?
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QUESTION 2:
What does your business do and who do you serve?
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QUESTION 3:
How many people are on your team?
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Just me
2-5
6-15
16-50
50+
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QUESTION 4:
Which of these do you deal with regularly?
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Missed phone calls or after-hours inquiries going unanswered
Entering the same information into multiple systems
No-shows or last-minute cancellations
Slow follow-up with new leads or inquiries
Staff answering the same questions over and over
Manual scheduling or booking back-and-forth
Time-consuming reports or data pulls
Messy or inconsistent customer onboarding
Tasks that require multiple manual steps every single time
Data stuck in systems that don't talk to each other
Customer info scattered across tools, spreadsheets, or paper
No clear picture of business performance without digging for it
Staff doing work that feels like it should be automated by now
None of these
QUESTION 5:
Which of those is the biggest headache right now?
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QUESTION 6:
How many hours per week does your team spend on that task alone?
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Less than 1 hour
1-3 hours
3-5 hours
5-10 hours
10-20 hours
20+ hours
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QUESTION 7:
Roughly how many customers, appointments, or transactions does your business handle per week?
Fewer than 10
10-25
25-50
50-100
100+
QUESTION 8:
How much time per week do you estimate your team spends on repetitive tasks that are basically the same every time?
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Less than 2 hours
2–5 hours
5–10 hours
10–20 hours
20+ hours
QUESTION 9:
What tools or software do you currently use to run your business?
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