First Name
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Last Name
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Phone
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Email
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How stable is your monthly revenue?
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All over the place
Somewhat predictable
Consistently growing
Do you have clear systems so work gets done without you?
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Nope, it’s all in my head
Somewhat, but inconsistent
Yes, fully documented and followed
What’s your client onboarding experience like?
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Messy / manual / confusing
Gets the job done, but not polished
Streamlined and leaves clients impressed
How much of delivery still depends on you personally?
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Almost everything
Around 50%
My team handles most of it
Do you currently have a reliable team (VAs, AMs, Sales Reps) to support you?
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No team yet
Tried, but not reliable
Yes, my team is strong
How often do clients renew with you?
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Rarely
Sometimes
Most of the time
Do you have more than one sales channel performing right now?
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No, just one
One main channel + experimenting
Multiple channels performing well
If you get a bulletproof plan to scale your business on call, are you willing to invest in it
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I have resources, and I am ready to invest
Im living paycheck-to-paycheck but can arrange if the plan is solid
I don't have Cash or Credit to invest.