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Summit AI Business Audit Intake

Basic Info

Business Name

Owner/Manager Name

Email and Phone Number

What type of facility are you?

What type of facility are you?

Lead & Member Acquisition

How do you track member acquisition

How do you currently follow up with leads who expressed interest but didn't sign up?

Member Management

How do you currently manage class scheduling and attendance?

How do you currently manage class scheduling and attendance?
A
B
C

How do you handle no-shows for classes or appointments

How do you handle no-shows for classes or appointments
A
B
C

How are membership renewals handled?

How are membership renewals handled?
A
B
C

How do you typically handle a cancellation or member that wants to quit

How do you typically handle a cancellation or member that wants to quit
A
B
C

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

Which of these admin tasks eat the most time?

Which of these admin tasks eat the most time?

Do you currently use any automation or AI tools in your business?

Do you currently use any automation or AI tools in your business?
A
B

If you could eliminate one operational headache tomorrow, what would it be?

What does success look like for your gym 12 months from now?