7 questions. 2 minutes. Find out where your business may be losing time, leads, and momentum.
1 of 7
Part 1 · Revenue Leak
What happens when a potential customer calls your office while staff is busy or it's after hours?
A
We have 24/7 coverage and never miss a call.
B
Most go to voicemail. We call back next business day.
C
They usually hang up without leaving a message.80% of callers who reach voicemail do exactly this.
D
This doesn't apply to my current operation or workflow.
Part 1 · Revenue Leak
How quickly does your team typically respond to a new web lead or inquiry?
A
Within 5 minutes.
B
Within a few hours.
C
24-48 hours or longer.51% of leads are never contacted at all in this window.
D
This doesn't apply to my current operation or workflow.
Part 1 · Revenue Leak
Between 5:00 PM and 8:00 PM, your phone volume is likely:
A
Non-existent. Our business wraps up by 5.
B
Steady, but we don't answer after hours.
C
Peaking -- especially in home services or healthcare.This is when most homeowners are off work and calling for quotes.
D
This doesn't apply to my current operation or workflow.
Part 2 · Operational Bottlenecks
How much time does your admin staff spend daily on repetitive tasks like status updates, scheduling, and data entry?
A
Less than 30 minutes a day.
B
1-2 hours a day.
C
Over 90 minutes a day.The average SMB loses 96 minutes daily to these tasks.
D
This doesn't apply to my current operation or workflow.
Part 2 · Operational Bottlenecks
When it comes to scheduling, how would you describe your "unwritten rules" -- like which provider takes emergencies or no-show buffers?
A
Simple. Anyone on the team can follow them.
B
Documented, but they still require constant human oversight.
C
It's a messy reality that only an experienced office manager truly understands.This is where generic AI tools fail -- and where operations-first consulting wins.
D
This doesn't apply to my current operation or workflow.
Part 3 · The Explorer Mindset
What has been your experience with tools like ChatGPT or Zapier so far?
A
We haven't tried them.
B
We use them for basic tasks like writing emails or social posts.
C
We tried to build something but it felt "stuck" or didn't integrate with our systems.You're not alone -- 72% of non-adopters cite lack of knowledge as the barrier.
D
This doesn't apply to my current operation or workflow.
Part 3 · The Explorer Mindset
What is your primary concern about implementing AI in your business?
A
The cost of the technology.
B
Security, privacy, or compliance concerns.
C
A skills gap -- we don't have the time or knowledge to set it up ourselves.This is the #1 barrier for 72% of small businesses.
D
This doesn't apply to my current operation or workflow.
One last step
Where should we send your results?
We'll include your score, your estimated revenue leak, and a short note on what it means for your business.
