1. Business Information

Business Name

Full Name

Email *

Phone *

Address

Street Address

City

State

Country

Postal Code

Website

How long have you been in business?

2. Current Marketing & Online Presence

Are you currently working with any marketing agency or professional?

Yes

No

Are you satisfied with your current results?

3. Sales Process & Customer Management

Who responds to customer inquiries or messages?

How long does it usually take you to respond?

Do you use any software or system to manage clients or sales?

Yes

No

If "Yes" (specify):

4. Digital Presence

Do you have a Google Business Profile (Google Maps listing)?

Yes

No

Not sure

How often do you post on social media?

Do you have a functional and updated website?

Yes

No

If "yes" Does your website include clear action buttons (WhatsApp, Call, Contact Form)?

Yes

No

Do you use any tracking tools like Google Analytics or Meta Pixel?

Yes

No

Not sure

5. Automation & Tools

Do you currently have any type of automation (emails, messages, reminders, review requests)?

Yes

No

Not sure

Do you have a system that manages your online reviews or reputation?

Yes

No

Do you have automatic reminders or booking integrations?

Yes

No

Are you familiar with CRM systems or workflows?

Yes

No

6. Capacity, Sales & Operations

What is your main product or service?

What is your average price or ticket per sale?

What is your approximate profit margin per sale? (%)

How many clients or projects can you handle per month without overloading your capacity?

What is your average closing rate (percentage of leads that become clients)?

How long does it usually take you to close a sale?

Do you set monthly sales goals or projections?

Yes

No

Do you have a sales or customer service team?

Yes, internal

External

No team

What tool do you currently use to record sales or client data?

7. Strategy & Goals

What is your main goal for the next 3 months?

How important do you consider investing in marketing for your growth? (Scale 1–5) 1 = Not important | 5 = Very important

What is your current monthly advertising budget?

8. Business Self-Assessment (0–5 points)

Instructions:
Rate each area from 0 to 5 based on your current situation.
0 = Doesn’t exist / totally disorganized
3 = Partially functional / in progress
5 = Fully optimized and consistent

1. Offer & Business Model

How clear and profitable is your main offer?
0 → I don’t have a clear offer or defined pricing.
1–2 → I know what I sell but don’t have a strategy or stable pricing.
3–4 → I have prices and clients but don’t analyze profitability.
5 → I have a solid offer, know my margins, and have clear goals.

Offer & Business Model (0-5 points)

2. Acquisition & Branding

How strong is your online visibility and reputation?
0 → I have no social media or Google presence.
1–2 → I have profiles but they are inactive or outdated.
3–4 → I post regularly but without a strategy.
5 → Active on social media, have positive reviews and strong branding.

Acquisition & Branding (0-5 points)

3. Website & Conversion

Does your website generate leads or sales?
0 → I don’t have a website.
1–2 → I have a website but it’s outdated or slow.
3–4 → My website looks good but lacks analytics or conversion tracking.
5 → My website is optimized, fast, and includes clear calls-to-action.

Website & Conversion (0-5 points)

4. Tracking & Data

Do you measure your performance or campaigns?
0 → I have no tracking.
1–2 → I have Pixel or Analytics installed but never check it.
3–4 → I monitor visits but not conversions or ROI.
5 → I have full tracking, reports, and understand my ROI.

Tracking & Data (0-5 points)

5. CRM & Automation

How well organized and automated is your customer management?
0 → I manage everything manually through WhatsApp or spreadsheets.
1–2 → I have a CRM but it’s not automated.
3–4 → My CRM works but only with basic processes.
5 → My CRM has full automation, reminders, and review requests.

CRM & Automation (0-5 points)

6. Sales & Operations

How consistent and organized is your sales process?
0 → I don’t track my sales or follow-ups.
1–2 → I do follow-ups manually and inconsistently.
3–4 → I have a process but it’s not automated.
5 → I have clear sales stages, daily tracking, and team accountability.

Sales & Operations (0-5 points)

9. Consent & Next Steps

Would you like to receive a personalized report based on your results?

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