First Name

Last Name

Phone *

Email *

Website or Social Media Link (If none type N/A)

What type of business do you run?

How You Run Things Now

Do you have a booking or scheduling system? (Yes/No → if yes, which one?)

Do you have a system for keeping track of clients/customers? (Yes/No → could be software, spreadsheets, or just paper)

Do you use any automations or tools that send reminders/messages for you?

Yes

Not Sure

Do you currently ask clients/customers for reviews or testimonials?

Yes

Do you keep a list of past clients/customers you can reach out to?

Yes

Not Sure

Biggest Challenges

What’s your biggest challenge right now?

AI / Extra Tools

Would it help to have an AI assistant that can answer FAQs, book appointments, or capture leads 24/7?

Are you interested in sending automatic follow-ups (text/email) to old clients?

Would automatic payment reminders or invoicing help you?

Goals & Timing

What’s your #1 goal in the next 3–6 months?

When are you hoping to make improvements?

Right away

Within the next month

Within 3 months

Do you have a budget to invest in tools that make your business run smoother?

Yes, I’m ready to invest

Maybe, depends on what I see

Not right now

By checking this box, I consent to receive transactional messages related to my account, orders, or services I have requested. These messages may include appointment reminders, order confirmations, and account notifications among others. Message frequency may vary. Message & Data rates may apply.Reply HELP for help or STOP to opt-out.

By checking this box, I consent to receive marketing and promotional messages, including special offers, discounts, new product updates among others. Message frequency may vary. Message & Data rates may apply. Reply HELP for help or STOP to opt-out.