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Free Workflow Assessment

Use this form to help us understand how your business currently captures, responds to, follows up with, and books leads.

This is not a full paid audit. It is a short fit assessment to identify the fastest workflow improvement and determine whether a lead-to-booking automation, Revenue Leak Audit, or no project is the right next step.

Full Name

*

E-mail

*

Phone Number

Business Name

*

Website or Social Profile

What type of business do you run?

*

A

Notary

B

Cleaning Service

C

Contractor / home repair

D

Photographer / creative service

E

Consultant

F

Local service business

G

B2B service business

H

Other

Where do most new leads come from?

*

Website form

Facebook / Instagram

Google Business Profile

Phone calls

Email

Referrals

Paid ads

Yelp / directory sites

Other

What happens after a new lead comes in?

*

What is your biggest lead follow-up problem?

*

A

We respond too slowly

B

Leads get lost

C

We forget to follow up

D

We do not have a CRM or tracker

E

People ask questions but do not book

F

I do not know where leads are leaking

G

Other

What tools do you currently use?

Google Forms

Tally

Google Sheets

Airtable

Calendly

Google Calendar

Gmail

Outlook

Facebook Messenger

CRM

N8n

Zapier

Make

Other

How many new leads do you get per week?

*

A

0–5

B

6–15

C

16–30

D

31–75

E

75+

F

Not sure

How soon do you usually respond to a new inquiry?

*

A

Instantly

B

Within 1 hour

C

Same day

D

Next day

E

Sometimes we forget

F

Not sure

What would a successful automation do for you?

*

Are you open to a paid implementation if there is a clear fit?

*

A

Yes

B

Maybe

C

No, just exploring