How Efficient is Your Business Really?...

Discover your Business Flow Score in under 3 minutes.

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BUSINESS PROFILE QUESTIONS

1. What type of business do you own or manage? *

2. How many team members are part of your business operations? *

Just Me

2-5

6-10

10+

3. Roughly how many new clients, jobs, or leads do you handle per month? *

Fewer than 10

10-30

30-75

75+

DAY-TO-DAY OPERATIONS

5. How do you currently manage scheduling and follow-ups? *

All manual — phone calls, texts, or spreadsheets

Using separate tools (Google, Excel, etc.)

Mostly automated through one system

I'm not sure

6. Which of these issues do you face most often? (Select all that apply) *

7. How efficient do you feel your current business systems are? *

Inefficient — too much manual work

Somewhat efficient — but still patchy

Mostly efficient — just needs fine-tuning

Very efficient — everything’s streamlined and consistent

8. Do you currently track your business performance or analytics (calls, leads, revenue, etc.)? *

Not yet

I check manually when I can

Yes, but across different apps or spreadsheets

Yes, all in one dashboard

SYSTEMS & AUTOMATION

9. Do you currently use any CRM or business management system? *

No, everything’s manual

Yes, but it’s not working well

Yes, it helps a little

Yes, and it’s running great

10. Have you tried using AI or automation tools in your business? *

Not yet, but I’m open to it

Tried a few things here and there

Yes, we use some automations

We’re heavily automated already

11. What areas would you most like to automate? (Select all that apply) *

Missed call text-backs and responses

Appointment confirmations and reminders

Follow-ups after jobs or estimates

Lead nurturing or marketing campaigns

Payments and invoicing

Reporting and analytics

COMMUNICATION & CUSTOMER EXPERIENCE

12. When a customer calls or messages, what usually happens? *

I or my team answer it live

We respond later when we can

It sometimes goes unanswered

We have an automated reply or chatbot

13. How quickly would you like new leads or customers to get a response? *

Within a few hours

Within an hour

Instantly — I don’t want to lose any leads

Doesn’t really matter

14. Do you collect customer reviews or feedback regularly? *

No, not consistently

Occasionally

Yes, but it’s manual

Yes, it’s automated

TEAM COLLABORATION

15. How do you keep your team on the same page (tasks, messages, updates)? *

Group texts or calls

Shared docs or spreadsheets

A project tool (Trello, Asana, etc.)

Through a CRM or internal system

16. Do you ever feel like team communication gaps cause delays or missed opportunities? *

Yes, often

Occasionally

Rarely

Never

READINESS & PRIORITIES

17. If you could improve one part of your business right now, what would it be? *

Getting more consistent leads

Converting leads faster

Freeing up time from repetitive admin tasks

Improving team coordination

Delivering a better customer experience

18. How soon are you hoping to improve or automate your systems? *

As soon as possible

Within 30–60 days

Within a few months

Just exploring for now

Almost Pau! One Last Step 🤙

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