Let's Begin the Audit
First Name
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Last Name
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Phone
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What service do you sell, and who do you want to be buying more of it?
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How are you currently getting clients?
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Referrals
Instagram/DMs
Ads
Cold Outreach
It’s inconsistent / I’m not sure
How many high-quality clients do you get per month right now?
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0–2
3–5
6–10
More than 10
Not sure
Which of these feels like your biggest bottleneck right now?
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I’m not getting enough leads
I’m getting leads, but they don’t convert
I’m overwhelmed with follow-up
I don’t have a predictable system
I’ve tried everything and nothing sticks
How do you usually follow up with leads?
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Manually through DMs or WhatsApp
I don’t really follow up
I use email sequences
I use an assistant or team
I don’t get enough leads to follow up
How would you describe your business right now?
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Just starting out
Some traction, looking to grow
Growing steadily
Established, scaling
If we could plug in a system that brings you high-quality clients every month without you chasing them, how would that impact your business?
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Game-changing
Very helpful
Nice to have
Not sure
What’s your top priority right now?
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Consistent leads
More sales
Systems and automation
Better clients, not more clients
All of the above