What’s the main way you’re keeping track of your contacts, leads, or clients right now? (Pick the one that best describes you.)
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Mostly notebooks, sticky notes, or whatever’s in my head.
I’ve got a spreadsheet (or two …or five) keeping me semi-organized.
I’m using several tools or a CRM, but it feels clunky or disconnected.
Which best describes your follow-up process right now? (e.g., You just had a call with a new prospect, how do you remember to follow up with them?...)
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What follow-up process?
I try… but I forget.
I dig through notes/emails every time.
I’ve got a spreadsheet, but it’s… not pretty.
I have a system, but it’s too manual and takes forever.
On a scale of 1–10, how overwhelmed do you feel by your current processes?
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1 = Cool as a cucumber 10 = My notebooks are plotting against me
What’s your biggest frustration with your current process?
What’s the most painful part of managing your follow-ups right now? (Pick the one that hits hardest.)
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I’m losing track of people and missing out on revenue opportunities.
I’m wasting hours every week trying to find old notes, emails, or promises.
My messy back-end makes me feel less credible or professional.
I’ve got leads and clients, but my “system” can’t keep up with my growth.
If you could fix just one thing about your client follow-up or systems, what would make the biggest difference? (Choose one.)
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I’d finally stop losing track of important people and opportunities.
I’d feel more in control, less overwhelmed, and more consistent.
I’d have systems that run smoothly so I can grow or take a vacation without chaos.
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