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Full name
*
Email address
*
Business name
*
Business type
Beauty & wellness
Trades & property services
Early-stage startup
Other service business
How long have you been operating
Less than 1 year
1–2 years
3–5 years
5+ years
Website URL
Which tools do you currently use
Booking/scheduling tool
Email marketing
CRM or contact management
Social media management
Payment processor
Project management
Accounting software
Live chat or messaging
Any other tools not listed
How do most new customers find you
Word of mouth
Instagram or Facebook
Google search
My website
Paid advertising
Directories or listings
How do customers book or buy from you
What happens after they pay
Where in this journey do things most often break down
What is your number one digital frustration right now
Have you tried to fix it and what happened
How much does this affect your business daily on a scale of 1 to 10
Selected Value:
5
How many hours per week do you lose to manual or repetitive digital tasks
Less than 2 hours
2–5 hours
5–10 hours
10+ hours
Not sure
Who currently manages your digital tools
Just me I handle everything
Me and a part-time helper or VA
I have staff who handle some digital tasks
I use a freelancer or agency for some things
How comfortable are you with technology
Not very I avoid it where I can
Moderate I can usually figure things out
Confident I enjoy learning new tools
If we recommended changes how much could you realistically take on right now
Quick wins only I am stretched thin
A few changes over the next 1 to 2 months
Ready to do a proper overhaul if needed
What would a fixed digital setup look like to you in 90 days
Any upcoming launches campaigns or big changes we should know about
What is most important to you in the next 6 months
Saving time on admin
Getting more customers
Retaining existing clients
Looking more professional
Scaling the business
Reducing stress and chaos
Anything else you would like us to know
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