🚀 How Ready Is Your Business for Automation?

Take this quick quiz to discover your automation strengths, pinpoint gaps, and get a personalized roadmap to streamline your processes and scale faster.

What best describes your current business stage?

Just starting out (0-1 years)

Growing steadily (1-3 years)

Established with consistent revenue (3+ years)

Scaling rapidly and need systems

How do you currently generate most of your leads?

Word of mouth/referrals only

Social media posts and basic advertising

Multiple channels but manually managed

Automated funnels and systematic approach

What happens after someone shows interest in your services?

I manually call/text them when I remember

I have a basic follow-up process I try to stick to

I use some automated emails but mostly manual

Fully automated nurture sequences in place

How do clients currently book appointments with you?

They call/text and we go back and forth

I use a basic scheduling tool

Online booking with some automation

Fully integrated booking with confirmations and reminders

How many leads/clients do you communicate with weekly?

1-10

11-25

26-50

50+

Which tools are you currently using?

Just phone and basic email

Social media scheduling tools

CRM system (Salesforce, HubSpot, etc.)

Email marketing platform

Appointment scheduling software

GoHighLevel or similar all-in-one platform

On average, how many hours per week do you spend on tasks like lead follow-ups, scheduling, reminders, updating client info, and proposals?

What is your current monthly revenue?

Under $10K/month

$10K-$25K/month

$25K-$50K/month

$50K+/month

What is your desired monthly goal?

Under $10K/month

$10K-$25K/month

$25K-$50K/month

$50K+/month

What's your biggest challenge right now?

Getting enough leads

Converting leads to clients

Managing and organizing all my leads

Scaling without working more hours

How many people work in your business?

Just me

2-3 people

4-10 people

10+ people

How do you currently stay in touch with past clients?

I don't have a system for this

Occasional social media posts

Monthly newsletters or check-ins

Automated nurture campaigns and loyalty programs

How comfortable are you with learning new technology?

Very hesitant to learn new tools

Somewhat reluctant, needs encouragement

Neutral, willing if necessary

Generally interested in new tools

Loves learning and trying new tools

What's your monthly budget for business growth tools and systems?

Under $200/month

$200-$500/month

$500-$1000/month

$1000+/month

How urgently do you need to solve your current business challenges?

Someday when I have time

Within the next 6 months

Within the next 3 months

As soon as possible

If you could automate one thing in your business today, what would it be?

First Name

Last Name

Email Address

Phone Number

Business Name

Industry