1 Lead Generation
How would you describe your current lead generation?
We rely mostly on word of mouth and referrals
No consistent system in place
We run occasional campaigns but results are inconsistent
Some leads come in but unpredictably
We have a consistent lead flow but want more volume
System works, needs scaling
We have predictable, high-quality leads coming in every week
Fully automated and optimised
2 CRM & Follow-up
How do you currently manage your leads and customer relationships?
Spreadsheets or memory — no formal CRM
Leads often fall through the cracks
We use a CRM but it's not set up properly
Data is messy, follow-up is manual
We have a CRM with basic automation running
Some sequences in place, could be better
Fully automated follow-up, nurture sequences and pipeline
Nothing falls through the cracks
3 Marketing Automation
How automated is your marketing activity right now?
Everything is done manually — emails, posts, outreach
Very time-intensive
We automate a few things but most is still manual
Basic scheduling only
We have good automation but gaps remain
Key flows work, some still manual
Marketing runs largely on autopilot with smart triggers
AI-powered and fully integrated
4 Content & SEO
How visible is your business online when potential customers search for you?
We don't appear in search results for our services
No SEO strategy in place
We rank for our brand name but not target keywords
Limited organic visibility
We rank for some keywords and get organic leads
Growing but not maximised
We dominate search results and content drives consistent leads
Top rankings with high-converting content
5 Sales Conversion
What happens when a lead comes in — how well do you convert them?
We struggle to convert — most enquiries don't go anywhere
No clear sales process
We convert some leads but it's inconsistent
Depends on who handles the enquiry
We have a solid process and convert well
Could be faster and more automated
Highly optimised — leads are nurtured and converted automatically
Strong close rate with minimal manual effort
6 Customer Retention
How well do you retain customers and grow their lifetime value?
We lose customers regularly and don't know why
No retention strategy
We try to stay in touch but it's reactive, not proactive
No automated nurture
Good retention but we don't maximise upsell opportunities
Customers stay but spend could be higher
Automated loyalty flows, regular upsells and very low churn
Customers become long-term advocates
7 Data & Analytics
How well do you understand what's driving (or blocking) your growth?
We make decisions based on gut feel — no real data
No reporting or tracking in place
We look at basic metrics but don't act on them consistently
Some data but not actionable
We track key metrics and use them to make decisions
Good data hygiene, improving strategy
Real-time dashboards with automated reporting across all channels
Data drives every decision instantly
8 AI & Technology
How much of your business uses AI or smart technology right now?
We don't use AI at all — everything is manual
Starting from scratch
We use basic AI tools occasionally (e.g. ChatGPT) but not systematically
Dipping in but no real integration
AI is embedded in some workflows but not across the business
Partial adoption
AI runs across our marketing, sales and operations
Fully integrated and competitive advantage