First Name

Last Name

Email *

Phone *

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Is Your Business Running Smoothly… or Running You Down?

When a potential client reaches out (via email, DM, or form), how quickly do you typically respond?

Within 5 minutes

Within an hour

Later that day

Sometimes not at all

How do you currently handle new session bookings?

Automated calendar with reminders

Manual scheduling (back-and-forth emails)

A mix of both

It’s messy and inconsistent

Do you have a structured system for following up with clients after a session or engagement?

Yes, fully automated

Yes, but it’s manual and time-consuming

Sometimes, when I remember

No, I usually move on to the next client

How confident are you that you know exactly where every lead or prospect is in your funnel right now?

Very confident — I can see it instantly

Somewhat confident — but I rely on notes or spreadsheets

Not confident — I often lose track

Totally lost — my pipeline is a guessing game

On average, how many hours per week do you spend on admin tasks (emails, scheduling, invoicing) instead of client sessions or program building?

Less than 5

5–10

10–15

More than 15

Which of these feels like your biggest pain point right now?

I don’t have enough time to serve existing clients

My pipeline isn’t consistently full

I’m tired of chasing invoices or bookings

I feel like I’m working harder without seeing more growth

Developing a clear offer

Creating courses and membership community