How do you follow up after sending a quote? *

Wait... we're supposed to do that?

We try once or twice

We follow up manually if we remember

We follow up multiple times on a schedule

Are your Google Reviews consistently growing? *

We haven’t looked at that in months

We ask when we remember

Yes, we’ve got it automated

We know we should

Are you segmenting leads and customers based on behaviour? *

What does ‘segmenting’ mean?

We do a bit

Yes, and we tailor comms accordingly

Not really

Do leads that didn’t buy hear from you again? *

Yep, we’ve got a nurture flow

Sometimes

Not unless they message us

Rarely

Do you have a consistent way to capture new leads? *

We have something, but it’s clunky

yes, we use landing pages/forms/opt-ins

We rely on luck and referrals

People just call or email us

Do you know your best-performing lead source? *

100%. We track everything

We have an idea

Couldn’t tell you

Not really

How many systems or tools are you juggling? *

A few, but it works

One clean system

We’re drowning in logins

Four or more and it’s messy

CRMs, quoting tools, inboxes, phones, forms, schedulers… the usual digital spaghetti.

Do you make repeat offers to past clients? *

Yep, at the right time

Occasionally

Not really

They usually forget we exist