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Summit AI Business Audit Intake
Basic Info
Business Name
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Owner/Manager Name
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Email and Phone Number
*
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What type of facility are you?
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What type of facility are you?
MMA
CrossFit
Boutique
Boxing
Yoga/Pilates
PT Studio
Other
Lead & Member Acquisition
How do you track member acquisition
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How do you currently follow up with leads who expressed interest but didn't sign up?
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Member Management
How do you currently manage class scheduling and attendance?
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How do you currently manage class scheduling and attendance?
A
Mindbody or ZenPlanner
B
Manual spreadsheet or calendar
C
Groupchats
How do you handle no-shows for classes or appointments
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How do you handle no-shows for classes or appointments
A
Automated reminders
B
Manually remind members
C
We don't have a system
How are membership renewals handled?
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How are membership renewals handled?
A
Automatic billing with reminders
B
We manually follow up before expiration
C
Members usually have to remind us
How do you typically handle a cancellation or member that wants to quit
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How do you typically handle a cancellation or member that wants to quit
A
Automated win-back sequence
B
Personal outreach from staff
C
We don't have a formal process
Operations and Admin
How many hours per week does your front desk or staff spend on administrative tasks like answering calls, scheduling, and data entry
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Which of these admin tasks eat the most time?
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Which of these admin tasks eat the most time?
Do you currently use any automation or AI tools in your business?
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Do you currently use any automation or AI tools in your business?
A
Yes
B
No
If you could eliminate one operational headache tomorrow, what would it be?
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What does success look like for your gym 12 months from now?
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