Do you have a system to collect, organize, and manage leads and customer data? *

Yes

Partial

No

Are you using automated emails to nurture relationships with leads and clients? *

Yes

Partial

No

Do you use an automated scheduling tool to eliminate back-and-forth emails? *

Yes

Partial

No

Do you send automated reminders to reduce no-shows? *

Yes

Partial

No

Have you automated your customer journey with lead capture funnels and follow-up workflows? *

Yes

Partial

No

Do you have simple lead magnet funnels to grow your email list? *

Yes

Partial

No

Do you have a secure and automated system to accept credit cards and process payments? *

Yes

Partial

No

Are your invoicing and recurring payments automated? *

Yes

Partial

No

Do you have an online meeting system for client calls, workshops, or group sessions? *

Yes

Partial

No

Does your meeting system integrate seamlessly with your calendar? *

Yes

Partial

No

Do you use a tool to plan and schedule your social media posts in advance? *

Yes

Partial

No

Do you actively collect and automate customer reviews to boost credibility? *

Yes

Partial

No

Full Name *

Phone *

Email *