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Am I leaving money on the table? 2-minute checklist

To make sure we can send your customized scorecard and few tips you can apply right away, please enter your email below.

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How well do you capture and follow up with leads?

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How well do you capture and follow up with leads?

A

I have a lead magnet + automatic follow-ups (DM or email) + clear lead tracking

B

I capture leads, but follow-ups are manual or inconsistent

C

I don’t really track or follow up consistently

Can clients book you easily and automatically?

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Can clients book you easily and automatically?

A

Automated booking + reminders

B

Some automation, but I still chase

C

Everything's manual

Do you bring back past clients automatically?

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Do you bring back past clients automatically?

A

Auto reminders and referral asks

B

Sometimes follow up manually

C

No rebooking system

Is your email marketing strategic and automated?

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Is your email marketing strategic and automated?

A

Segmented flows (welcome/re‑engage)

B

Manual campaigns only

C

No real email strategy

Do you measure what’s working and optimize?

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Do you measure what’s working and optimize?

A

I track metrics + improve

B

I track some, but not act

C

I go by gut only

Your score is /10

Looks like your automation setup has lots of room to grow. Want help turning this around? Book a free discovery and strategy call below👇