Where would you say your business is today?
Getting started (under $5k/month)
Building momentum ($5k-$15k/month)
Growing fast ($15k-$50k/month)
Established & thriving ($50k+/month)
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Do you make the final decisions for hiring and marketing?
✅ Yes, I make the decisions
🤝 I help make the decisions
🚫 No, someone else decides
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What's your main growth focus for the next 3-6 months?
🗓️ Get more consistent leads
📈 Boost conversion rates
🧭 Launch a new service or offer
🏗️ Optimize and scale existing operations
(Multiple choice if needed)
If we showed you a clear, results-driven plan, would you be ready to move forward?
✅ Yes, I'm ready to take action
⏳ Maybe - depends on timing
👀 Just exploring for now
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Which best describes your current marketing setup?
No system in place yet
Manual follow-up (Google Sheets, notes, etc.)
Basic funnel tools (ClickFunnels, Kajabi, Leadpages)
CRM & automation platform (GoHighLevel, Perspective, etc.)
Managed by an agency
Custom in-house system / team-built
(Multiple choice if needed)
What's the biggest challenge keeping you from hitting your nest revenue goal?
Not enough consistent, high-quality leads
Leads aren't converting into paying customers
Lack of clear or consistent sales process
No systems or automations in place
Ads aren't producing strong ROI
No clear growth strategy
(Multiple choice if needed)
What's your monthly advertising budget?
✨ Under $1,000 / month
💫 $1,000 - $5,000 / month
⭐️ $5,000 - $15,000 / month
🌟 Over $15,000 / month
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