First Name

Last Name

Phone *

Email *

What industry are you in?

How long have you been in business?

On a scale of 1-10, how stressed are you about your current business operations?

What's your BIGGEST frustration with your current business operations? (Select your top 3)

What are you hoping to accomplish in the next 3-6 months?

How many hours per week do you currently spend on administrative tasks (scheduling, emails, follow-ups, data entry)?

How much time per week can you dedicate to implementing and learning new systems?

How comfortable are you with technology and learning new tools?

What systems/tools are you currently using? (Check all that apply)

What product(s) are you currently using for your digital business card?

What product(s) are you currently using for your client scheduling?

What product(s) are you currently using for your email workspace?

What product(s) are you currently using for your CRM?

What product(s) are you currently using for your payment processing?

If you answered "Other" to any above questions, please provide details here.

How hands-on do you want to be with implementing systems?

What's your timeline for getting systems in place?

Are you ready to invest both time and money into simplifying your business?

What's your currently monthly revenue range?

What's your budget for investing in business systems and ongoing support?

Are you interested in any additional services? (Check all that apply)

Is there anything else you'd like me to know about your business or what you're looking for?

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