Do you have an organized database/CRM you can contact easily?
Yes
No
What's that?
How many contacts are there in your database including current & past patients...
Less than 500
500 - 999
1,000 - 1,999
2,000 - 4,999
5,000+
Are you currently generating a steady flow of new leads each month?
Yes
No
If yes, approximately how many new leads do you generate each month?
Do you currently have a series of emails and/or text messages that automatically go out to new leads?
Yes
No
Do you currently organize & manage leads in a pipeline?
Yes
No
No, but we use spreadsheets
Can your staff send text message to leads from a business number without using a personal phone?
Yes
No
Do you currently have a way of knowing your staff is calling new leads within five minutes?
Yes
No
Do you currently have the ability to listen to recordings of conversations between new leads and your staff?
Yes
No
Do you currently offer a way for new leads to book a call/appointment with you online?
Yes
No
Do you currently send email/text appointment reminders?
Yes
No
Do you currently send automated emails/text messages to no-shows encouraging them to re-schedule?
Yes
No
Do you currently have any automated replies set up for people who message your Instagram & Facebook page?
Yes
No
Are you interested in implementing any of the things you responded 'No' to for your business?
Yes
No
What Is Your Current Monthly Turnover?
Under $5,000.00
$5,000 to $10,000,00
$10,000,00 to $20,000.00
$20,000 to $50,000
$50,000.00 plus
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