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Diagnostic Intake Form

Let's take a look at your business.

This quick form helps us understand where you are and what is slowing you down. It takes just 2-3 minutes to complete. Your answers will help us understand how we can best support your business.

After you submit this form, we will reach out within 24-48 hours to schedule your free 60-minute Systems Audit. No commitment required. 😊

General information

About You

*

Your Role

*

About Your Business

What type of business do you run?

*

What type of business do you run?

A

Service business — salon, clinic, agency, studio

B

Consulting or coaching

C

Other

How many people are on your team?

*

How many people are on your team?

A

Just me

B

2–5 people

C

6–10 people

D

10+ people

Your biggest problems

Where is your business getting stuck? (select all that apply)

*

Where is your business getting stuck? (select all that apply)

My tools don't talk to each other — data is entered or copied by hand

I'm losing leads — people reach out and don't hear back in time

Scheduling is a mess — no-shows, double bookings, back-and-forth

App or Software issues- I'm paying people to do work that software should handle

My website doesn't bring in clients — people visit and leave

Something else

In your own words — what's the single biggest thing slowing your business down right now?

*

When are you hoping to get started? *

*

When are you hoping to get started? *

A

As soon as possible

B

Within the next 30 days

C

Just researching for now

Are you the person who makes decisions about tools and operations?

*

Are you the person who makes decisions about tools and operations?

A

Yes — that's me

B

Partly — I need to loop someone else in

C

No — I'm gathering information for someone else

Anything else you'd like us to know before your Systems Audit?

*

How did you hear about us?

*

After you submit this form, we will reach out within 24-48 hours to schedule your free 60-minute Systems Audit. No commitment required.