How do you currently track sales leads? *

In my head or scribbled notes

In a spreadsheet I update sometimes

I use a CRM, but it's not consistent

I have a structured system that reminds me to follow up

What happens after you meet a potential client or referral? *

I usually forget to follow up

I send one email or message and hope for the best

I follow up manually, but it’s inconsistent

have a follow-up workflow that runs automatically

Which best describes your pipeline right now? *

What pipeline?

Leads are coming in, but I’m not closing them

I close some, but it feels random

I know exactly where each lead is and what to do next

Do you have email or task automations set up for sales follow-up? *

No idea how to do that

I know I should, but haven’t gotten to it

I’ve tried but it’s not working right

Yes, and it saves me tons of time

How confident are you that no lead is falling through the cracks? *

Not confident at all

Somewhat confident

Pretty confident

100% confident—I’ve got a system

How do you feel about your current sales process? *

It’s chaos

It’s okay but stressful

It’s functional but not scalable

It’s smooth, consistent, and systemized

If we could build a system that followed up for you and tracked every lead—would you use it? *

Yes, please

I think so, if it’s simple

Maybe—I need to see how it works

I already have something like that (but I’m open to better)

Share your contact information to receive your results and some action steps you may take.

First Name *

Last Name *

Email *

Company Name *