First Name
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Last Name
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Phone
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Email
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Organization
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If a high-value prospect calls your business at 6:45 PM, what is the typical outcome?
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They reach a live human/assistant (or our AI).
They reach an automated voicemail.
We only take calls during business hours.
During peak business hours, what percentage of your inbound calls go straight to voicemail?
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Less than 5%.
5-15%.
More than 15%.
When someone fills out a web form, how long until a live person calls them back?
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Less than 60 seconds.
2-15 minutes.
More than 15 minutes
How often do you lose appointments to last-minute cancellations or no-shows?
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Rarely; we have a solid confirmation system.
Occasionally; a few per week.
Frequently; it's a major revenue drain.
How much time does your sales team spend chasing 'tire-kickers' who were never a good fit?
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Less than 1 hour.
1-5 hours.
5+ hours of wasted time.
Do you have a consistent, automated system for re-engaging past clients (90+ days inactive)?
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Yes, fully automated.
We do it manually/randomly.
No, we don't have a system.
Do you proactively follow up when clients are due for their next service or an upsell?
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Yes, every time.
Sometimes, if we remember.
Rarely or never.
In the last 30 days, how many new 5-star Google reviews has your business received?
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10 or more.
3–9.
2 or less.
Do you have a formalized process to consistently ask happy customers for referrals?
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Yes, it’s systematized.
We ask randomly.
No, we rely on chance.
What is the current state of your lead follow-up, appointment setting, and admin work?
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Smooth, systematized, and efficient.
Messy, repetitive, and time-consuming.
Clogged up in chaos.
About how many missed calls (that are unanswered or go to voicemail) does your business have in a typical week?
What is your estimated close rate (in percent) on new, qualified inbound phone calls?
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e.g., 20
What is the average sale, ticket, or initial contract value for a new customer?
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$
e.g., 1200
If you could solve these issues, which solution would you prefer?
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Hire a full-time, dedicated sales rep.
A set of affordable, intelligent AI tools that work 24/7.
Train my existing team to work faster.
Will store the monthly loss calculation.
Monetary_Loss_Monthly
Is there anything else you’d like us to know?
