When a new client says yes, what happens next?
AWhatever needs to happen. Every client is a little different.
BThere's a general process, but it lives in my head.
CThere's a checklist or doc somewhere, but it doesn't always get followed.
DThere's a repeatable system that works whether or not I'm the one doing it.
If you took a full week off tomorrow, what would happen to your business?
AIt would stop. Nothing moves without me.
BA few things would keep going, but most decisions would wait for me to get back.
CSomeone could cover the basics, but they'd need to text me constantly.
DIt would run. Not perfectly, but nothing would fall apart.
How much of your week do you spend on tasks that don't directly make you money?
AMore than half. Admin, follow-ups, scheduling, putting out fires.
BProbably a third. It adds up more than I want to admit.
CA few hours here and there. Mostly manageable.
DVery little. The non-revenue stuff mostly runs itself.
When a problem comes up (missed appointment, client complaint, dropped ball), how do you handle it?
AFix it in the moment and move on.
BFix it and make a mental note to deal with the root cause later.
CFix it and update a process so it doesn't happen the same way again.
DIt rarely happens because there's already a system that catches it.
How many software tools or apps are you currently paying for?
ANo idea. Probably more than I should be.
BI know the list, but half of them overlap or I barely use them.
CA handful, and most of them do what I need.
DEvery tool has a job, and they talk to each other.
Where does your important business information live?
AEverywhere. Notes app, email, texts, sticky notes, my head.
BMostly in one place, but key details still end up scattered.
CThere's a main hub, but not everyone on my team uses it consistently.
DOne central system. Everyone knows where to find what they need.
When you need to find a client's information, how long does it take?
ADepends on the day. Sometimes I'm searching through emails for 10 minutes.
BA couple of minutes. I usually know which app to check.
CUnder a minute. It's in a CRM or tracker, just not always up to date.
DSeconds. Everything is logged and current.
When someone reaches out about your services, how quickly do they hear back?
AWhen I get to it. Sometimes same day, sometimes a few days.
BWithin 24 hours, usually. Unless things are busy.
CSame day, almost always. I try to stay on top of it.
DImmediately. There's an auto-response and a system that queues the follow-up.
Do you know how many leads you got last month and how many became paying clients?
ANot really. Business comes in, but I couldn't give you numbers.
BRoughly. I know it was a good or bad month.
CI could pull the numbers if I looked, but I don't track it consistently.
DYes. I know exactly where leads come from and what my close rate is.
What happens to someone who inquires but doesn't book right away?
ANothing. If they want to come back, they will.
BI try to follow up manually, but people slip through the cracks.
CThere's a loose follow-up process, but it's inconsistent.
DThere's an automated sequence that stays in touch until they book or opt out.
