Page 1 of 1
KaLo OS Optimization Scan
Business name and what you do (1–2 sentences).
*
Team Size:
*
A
Just you
B
2-5
C
6-10
D
10+
What tools or software do you currently use to run client-facing work?
*
Walk me through what happens from “someone becomes interested” to “they're a paying client, fully onboarded.”
*
Which part of that process eats the most of your time each week?
*
Which part causes the most mistakes, delays, or drop-offs?
*
Do you currently use any automation or AI tools? Which ones?
*
What would you do with 5 extra hours a week?
*
Rough monthly revenue range.
Best email or phone for your scan results.
*
Roughly how many hours per week does creating personalized plans, quotes, or proposals for clients currently take you?
*
Roughly how many missed calls, no-shows, or scheduling mix-ups happen in a typical week?
*
Roughly how many hours per week do you spend answering the same client questions over and over?
*
Roughly what percentage of interested clients go quiet or drop off before you'd like them to?
*
On average, how long does it take a new client to go from “signed up” to “fully set up and ready to go”?
*
Submit