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Are you currently generating a steady flow of new leads/customers each month?
Yes
No
If yes, approximately how many new leads do you generate each month?
Do you use your Google business profile to attract new customers and sell your product/service?
Yes
No
Do you currently have a series of emails and/or text messages that automatically go out to new leads?
Yes
No
Do you currently organize & manage leads in a pipeline?
Yes
No
No, but we use spreadsheets
Can your staff send text message to leads and customers from a business number without using a personal phone?
Yes
No
Which of the following platforms do you advertise your product/service on?
Facebook
Instagram
Google
TikTok
Etsy
Website
Pinterest
Youtube
Do you sell your product/service on any social media platforms?
Yes
No
Do you currently follow up with every new lead within five minutes?
Yes
No
Does your staff have the ability to review previous conversations between themselves and new leads?
Yes
No
Do you currently offer a way for new leads to book a call/appointment with you online?
Yes
No
Do you currently send email/text appointment reminders?
Yes
No
Do you currently send automated emails/text messages to no-shows encouraging them to re-schedule?
Yes
No
Do you currently have any automated replies set up for people who message your Facebook page?
Yes
No
Which of the following social networks do you regularly post on?
Facebook
Instagram
TikTok
YouTube
Do you optimally schedule your posts for the greatest reach?
Yes
No
Are you interested in implementing any of the things you responded 'No' to for your business?
Yes
No
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*
Last Name
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Organization
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