STEP 1 · YOUR BUSINESS
What type of business do you run?
Select the option that best describes you
⭐ Most Common
Business Owner
Coach / Trainer
Digital Agency
Real Estate
Interior Design
Entrepreneur / Freelancer
Clinic / Hospital
Event Management
Any Consulting
STEP 2 · BIGGEST CHALLENGES
What are your biggest challenges right now?
Select all that apply — be honest, this personalises your results
Manually Sending WhatsApp Messages — Slow & Gets Banned
No Online Presence — Losing Leads to Competitors Daily
Website Needs Developer Every Time — Expensive & Slow
⭐ Very Common
Managing Customers in Diary / Excel / Google Sheets
Leads Not Converting to Sales
No Proper Follow-Up System
Spending Too Much on Marketing / Agency Fees
Hard to Manage Social Media Content Daily
No System to Sell Courses or Training Online
STEP 3 · WHATSAPP USAGE
How are you handling WhatsApp for your business?
Select all that apply — many businesses deal with more than one of these
⭐ Most Common
Manually Replying to Every Customer Message
Sending Bulk Messages Manually — Getting Banned Risk
Using WhatsApp Business App Only
Already Have Some Automation Set Up
Not Using WhatsApp for Business Yet
STEP 4 · ONLINE PRESENCE
How are you currently getting new customers online?
Select all that apply — you may be doing more than one
Running Facebook / Instagram Ads
Running Google / YouTube Ads
⭐ Most Common
Organic Social Media Posts Only — No Paid Ads
Paying a Marketing Agency to Handle It
No Online Presence / Word of Mouth Only
STEP 5 · WEBSITE STATUS
What's your website / landing page situation?
Your website is your 24/7 salesperson — or it's costing you leads
Yes — Up-to-Date, Managing It Myself
Yes — But Outdated / Hard to Update
Have One — But Pay Developer for Every Change
💡 Big Opportunity
No Website or Landing Page Yet
STEP 6 · LEAD MANAGEMENT
How do you currently manage your leads and customers?
Select all that apply — most businesses use more than one method
Diary / Notebook
⭐ Very Common
Excel / Google Sheets
WhatsApp Groups / Phone Contacts Only
Using a CRM Tool Already
Multiple Disconnected Apps — Messy
STEP 7 · TEAM & GOALS
Last two quick questions!
Team size and your primary goal — almost done!
How big is your team?
Solo / Just Me
2–5 Members
6–20 Members
20+ Members
Do you sell courses / training?
Yes
No
What is your primary goal?
Generate More Leads
Close More Sales
Save Time & Money
Scale My Business
Automate Operations
○ Team size
○ Courses
○ Goal