5 Core Categories:

Digital Presence
Lead Generation & Marketing
Customer Management & Communication
Business Operations
Growth & Strategy

📱Digital Presence
A strong digital presence—through a website, social media, and online listings—builds credibility, makes your business discoverable, and allows you to compete in today’s online-first world.

How would you describe your current website? *

I don't have a website yet

I have a basic website but it needs updates

My website looks good but doesn't generate leads

My website attracts visitors and converts them to customers

How often do potential customers find you online? *

Rarely or never

Occasionally through social media or referrals

Regularly through Google searches or online directories

Consistently across multiple online channels

How satisfied are you with your social media presence? *

I don't use social media for business

I post occasionally but struggle with consistency

I post regularly but don't see much engagement

My social media actively brings in new customers

📈Lead Generation & Marketing
Consistent lead generation and strategic marketing are essential to attract new customers, increase visibility, and drive revenue growth.

How predictable is your customer acquisition? *

Very unpredictable - feast or famine cycle

Somewhat unpredictable with busy and slow periods

Fairly consistent with some seasonal variation

Very predictable with steady flow of new customers

What's your biggest challenge with getting new customers? *

People don't know my business exists

I get inquiries but they don't convert to sales

I'm too busy with current customers to focus on marketing

I have a steady system that works well

How do you currently track your marketing efforts? *

I don't really track what works

I have a general sense of what brings in customers

I track some metrics but not consistently

I have clear data on what marketing activities work best

🤝Customer Management & Communication
Effective customer management ensures better service, loyalty, and retention, while clear communication helps build trust and repeat business.

How do you currently manage customer information and follow-ups? *

Mostly in my head or scattered notes

Simple spreadsheet or basic contact list

Some kind of system but it's not always up to date

Organized CRM system that I use consistently

How quickly do you typically respond to customer inquiries? *

Within a few days when I remember to check

Within 24 hours during business days

Within a few hours during business hours

Immediately with automated responses and quick personal follow-up

How often do you lose potential customers because you missed their call or message? *

Frequently - I miss a lot of opportunities

Sometimes during busy periods

Rarely - I'm usually available

Never - I have systems to capture every inquiry

⚙️Business Operations
Efficient operations—like invoicing, scheduling, and inventory—keep your business running smoothly and allow you to focus on growth rather than putting out fires.

How much time do you spend on repetitive administrative tasks each week? *

More than 10 hours per week

5-10 hours per week

2-5 hours per week

Less than 2 hours - most tasks are automated

How do you handle appointment scheduling? *

Back-and-forth phone calls or texts

Email coordination

Online calendar but customers still call to confirm

Fully automated online booking system

How organized are your business processes? *

Things are pretty chaotic and I handle everything differently each time

I have some routines but they're not documented

Most processes are consistent with some documentation

Everything is systematized and could run without me

🚀Growth & Strategy
A clear growth plan and business strategy help you set goals, make smart decisions, and adapt as your business scales or the market changes.

How clear are you about your business goals for the next 12 months? *

I don't have specific goals set

I have general ideas but nothing written down

I have some specific goals written down

I have clear, measurable goals with action plans

What's your biggest obstacle to growing your business right now? *

I don't have enough time to focus on growth

I need more customers but don't know how to get them

I need better systems to handle more business

I'm ready to scale and just need the right tools

How confident are you in your ability to compete in your market? *

I struggle to stand out from competitors

I'm competitive but worry about keeping up

I hold my own and have some advantages

I'm clearly differentiated and confident in my position