STAFF MODE

Start the Assessment

Say: "Let me get a few details so I can pull up your personalized report at the end."
Business Profile

About Your Business

Say: "Let's get a quick picture of your business so we can compare you to similar companies."

What industry are you in?

This helps us compare you to similar businesses.

How many people work in your business?

Including yourself.

What's your average job/service value?

Helps us calculate opportunity cost accurately.

$500

Where should we send your results?

We'll email a copy of your report when you're done.

We'll never spam you. Unsubscribe anytime.

Pillar 1 of 5

Get Found First

Frame it: "This section looks at how easy it is for new customers to find you online: Google, AI search, local maps."

When was your website last updated?

New content, design changes, blog posts, anything that signals you're still in business.

When someone searches "[your service] near me," do you show up on Google?

Be honest. Have you actually Googled yourself lately?

Have you asked ChatGPT or Perplexity to recommend a business like yours?

Try it: "Best [your service] in [your city]." Did you come up?

How complete is your Google Business Profile?

Photos, hours, services, Q&A, posts, the works.

Is your business info consistent across the internet?

Name, address, phone: same everywhere, or scattered old data?

Pillar 2 of 5

Build Your Reputation

Frame it: "Now let's look at your online reputation. Reviews are often the deciding factor when someone's choosing between you and a competitor."

A happy customer just walked out. How do you get that review?

Your competitor with 200+ reviews has a system. Do you?

How many Google reviews do you have right now?

Your top local competitor probably has 2-3x this number.

25 reviews

Out of 10 happy customers, how many leave a review?

Industry average is 1-2. Top performers hit 4-5.

0%

Any 1-star reviews dragging down your average?

In the last 90 days. Be honest.

When someone leaves a review, do they hear back from you?

Google ranks businesses that respond higher.

Pillar 3 of 5

Never Miss a Call

Frame it: "This is often the biggest gap: missed calls. Most people don't leave voicemails anymore, they just call the next business."

How many calls hit voicemail this week?

85% of callers won't leave a message. They just call your competitor.

5 calls/week

When you miss a call, how fast do you call back?

Speed wins. First to respond gets the job.

Do you ever pick up the phone and call leads first?

The business that calls first wins 78% of the time.

Does anything answer your phone when you can't?

Voicemail doesn't count. That's where leads go to die.

How many jobs slip away because no one picked up?

Your gut feeling: what percent?

0%
Pillar 4 of 5

Respond Instantly

Frame it: "Let's look at messaging: texts, social DMs, website chat. Speed to response is everything. The first business to reply usually wins."

Can someone message you at 2 AM and get an answer?

Chat on website or social pages?

A lead messages you. How long are they waiting?

After 5 minutes, your odds of closing drop 80%.

When a lead messages, who's actually responding?

And how fast?

How many leads gave up waiting for you to reply?

Your gut feeling: what percent?

0%

How important is 24/7 response capability to your business?

Being available when customers reach out, even after hours.

Pillar 5 of 5

Bring Them Back

Frame it: "Last section: your past customers and old leads. There's usually a lot of untapped revenue just sitting in your database."

When's the last time you reached out to someone who said "not right now"?

These leads already know you. They're the easiest to close.

A lead fills out your form but doesn't book. What happens next?

This is where most businesses lose 60% of their leads.

How many people have you quoted but never closed?

Past leads, old customers, anyone sitting in your contacts.

500 contacts

Have you ever gone back to old leads and closed one?

Most businesses never try. The ones that do are surprised.

Almost Done

Ready to Grow?

Just a few quick questions about your goals.
This helps us tailor your results.

How open is your business to automation?

Follow-ups, scheduling, answering FAQs, the repetitive work.

Prefer Manual Automate Everything
0%

What's already running on autopilot in your business?

Email sequences, scheduling, anything automated.

What's the biggest headache in your business right now?

Select all that apply.

What's your typical timeline for implementing new tools?

From decision to actually using it in your business.

What's standing between you and capturing more leads?

Select all that apply. We'll address these in your results.

Analyzing Your Business

Crunching the numbers. This won't take long.

Calculating category scores
Finding opportunity gaps
Building recommendations
Generating your report

Your Business Growth Scorecard

The good, the bad, and exactly how to fix it.

Limited availability this week Only 3 strategy call slots left

Hey there 👋

Assessment complete. Here's what's working, what's not, and exactly where you're leaving money on the table.

Start Here

Database Reactivation

This is your biggest opportunity for quick wins.

Your Classification:

High-Opportunity / High-Readiness

Your business shows strong potential for AI implementation with significant opportunity for growth and optimization.

A
Solid foundation. Now imagine what happens when everything runs on autopilot.

📊 Your Scores by Pillar

Get Found
0
Industry avg: 45%
Build Reputation
0
Industry avg: 48%
Never Miss a Call
0
Industry avg: 35%
Respond Instantly
0
Industry avg: 42%
Bring Them Back
0
Industry avg: 52%

🔍 What We Found

💰 The Opportunity Cost

$0
estimated annual revenue you could capture with AI systems in place

🚀 What Comes Next

Want to see what this looks like for your business?

15 minutes. Live demo. Not a pitch deck.

See solutions for your industry
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Schedule Your Call

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We'll walk through your results and show you the system in action.

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In 15 Minutes, You'll:

See AI Handle Calls Live

Not a recording. Watch it answer a real call for your industry

Get Honest Feedback

We'll tell you what makes sense and what doesn't, no sugar coating

Walk Away with Next Steps

Clear action items, even if we're not the right fit