When a new lead contacts you, is their name and info saved automatically?
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(Like into a CRM — or do you still copy/paste it somewhere?)
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How fast do new leads typically hear back from you?
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Do you have any messages that go out automatically after someone enquires?
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(Like a follow-up SMS, email, or DM)
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Can people book your service without needing to speak to someone first?
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(Calendar link, booking form, chatbot, etc.)
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Do you send automatic reminders to confirm meetings, calls, or appointments?
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What happens with leads who go cold or never reply?
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Do you have anything (like a chatbot or voice assistant) that answers common questions for you?
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Have you automated any admin tasks in your business?
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(Like forms, data entry, onboarding, or internal handovers)
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Are you using any kind of AI to help with admin, content, or customer service right now?
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If 50 new leads came in tomorrow, could your systems handle it without you scrambling?
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Choose your primary business type?
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What’s your biggest goal for automation?
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What problems are showing up in your business right now?
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What’s the one part of your business you’d love to automate first?
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Anything else you'd like us to know about your business, goals, or challenges? (optional)
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