Initial Participant Assessment & Onboarding Survey
First Name
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Last Name
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Email
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Phone
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Business name
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1. What type of business do you operate?
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Choose one or more options
2. What stage best describes your business today?
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Planning: I am preparing to launch or recently started.
Early Stage: I have customers, but my revenue and processes are still inconsistent.
Growing: My customer base and revenue are increasing, but operations are becoming harder to manage.
Established: I have consistent customers, revenue, and defined services.
Scaling: I have a team and want stronger systems, automation, and capacity.
Rebuilding: My business is established, but I am restructuring or repositioning it.
3. How many people currently work in your business, including you?
Just me
2–3 people
4–10 people
11–25 people
More than 25 people
4. Approximately how many new leads or customer inquiries do you receive in an average month?
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I am not receiving leads consistently
1–10
11–25
26–50
51–100
More than 100
I do not currently track this
5. How do you currently keep track of leads and customers? (Select all that apply)
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I rely mainly on memory
Paper notes or notebooks
Phone contacts
Email inbox
Text messages or social media messages
Spreadsheets
Calendar or scheduling application
Customer relationship management system
Multiple systems that are not connected
I do not currently have a consistent method
6. Which area currently creates the most frustration or lost opportunity in your business?
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Attracting new leads
Responding to inquiries quickly
Following up with potential customers
Scheduling appointments
Onboarding new customers
Keeping customer information organized
Communicating with existing customers
Collecting payments or sending reminders
Assigning work and tracking team responsibilities
Requesting reviews and referrals
Understanding business performance
Other
7. Which system would you most like to build or improve during this four-Saturday program? (Select up to two)
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Lead-capture system
Sales pipeline
Automated lead follow-up
Appointment scheduling and reminders
Customer onboarding
Customer communication
Internal task notifications
Payment or invoice reminders
Review and referral requests
Missed-call text-back
AI customer-service assistant
Reporting and performance dashboard
I am unsure and need help deciding
In one sentence, what would need to improve for you to consider this four-week program a success?
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