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How do you follow up with new leads?
How well do you track engagement (opens/clicks/bookings)?
How do you handle reminders & confirmations?
How much of the business runs without you?
How documented are your processes (SOPs)?
How organized is your business info?
Could someone run operations using your documentation?
How do you accept payments today?
Are payments connected to your CRM/automation?
What stage best describes your business?
What’s your primary goal in the next 90 days?
What’s your biggest challenge right now?
What kind of support do you want?
Anything else we should know?
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