Service Pros & Small Business Owners

Your Path to Automated

Take the quick quiz to uncover your best path to steady revenue and effortless growth.

Find your fastest path to more revenue in 60 seconds.

When a new lead comes in, what usually happens first? *

I follow up instantly and stay on top of it

I try to get back, but sometimes it slips

Honestly, leads fall through the cracks

How are you booking calls with prospects right now? *

They grab a spot on my calendar without me lifting a finger

It’s a messy back-and-forth over email or text

I don’t really have a booking process

What’s your biggest roadblock to turning conversations into clients? *

Dropped follow-ups — too many slip away

Wasting time chasing instead of closing

No clear system, so I don’t know what’s working

How do you currently track your leads or client pipeline? *

Manually in a spreadsheet

With a basic CRM

I’m not tracking much consistently

What kind of business do you have? *

Coaching or Consulting

Virtual Assistant or an Online Business Manager

Professional Services (real estate, legal, etc.)

Right now, what tools are you juggling for email, CRM, and follow-up? *

Just one or two — simple but limited

3–5 different tools — starting to get messy

6+ tools — it’s chaos and nothing talks to each other

Where should we send your results?

Your answers are ready, just tell us where to send them.

First Name *

Where should we send your results?

Your answers are ready, just tell us where to send them.

Email *