Audit Questionnaire & Strategy Call
We’ll take a quick look at your website and marketing setup, then share personalized tips you can use right away to improve performance. Please answer a few short questions so we can prepare for your strategy call and make your audit as valuable as possible.
Name
*
First Name
Last Name
Company Name
*
Name of Your Business
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Website
https://www.example.com
Email
*
example@example.com
Which marketing or advertising platforms are you currently using?
*
Meta (Facebook/Instagram)
Google Search/Shopping
TikTok
YouTube
Pinterest
Not running ads yet
Other
Do you currently have email automations set up?
*
Yes, fully built and running
Partially (ex., only welcome or cart abandonment)
No
Not sure
How are you currently handling lead follow-up?
*
Manually (calls/emails from team)
Basic automations (simple email responses)
Fully automated workflows (AI, SMS, chat, email sequences)
Not sure / no system in place
Which areas of your business would benefit most from automation?
*
Lead capture & follow-up
Customer on boarding & nurturing
Ad campaign optimization & reporting
Sales pipeline & CRM management
Internal workflows (tasks, notifications, etc.)
Not sure
What’s your top priority for using AI automation in your business?
*
Save time & reduce manual work
Increase lead conversion rates
Improve customer retention & lifetime value
Gain better reporting & insights
What are the biggest challenges you’re facing with your marketing right now?
*
Getting traffic but low conversions
Inconsistent or low return on ad spend (ROAS)
Final or sales process isn’t converting
No automations or follow-up systems
Weak or underperforming landing page
Ready to grow, but don’t have the right system
Not sure what I need to do to grow
How ready are you to implement automation into your growth system?
*
Just exploring options
Actively looking for solutions
Already using some tools, but need more advanced systems
Ready to scale with a partner
Are you looking to scale your marketing in the next 90 days?
*
Yes—ready to grow now
Maybe — want to fix the foundation first
Not yet — just exploring options
On average, how much do you currently invest in paid advertising each month?
*
Less than $3K
$3K-$7K
$7K-$15K
$15K-$30K
Over $30K
None at the moment
Which range best describes your average monthly revenue?
*
Less than $20K
$20K-$50K
$50K-$100K
$100K-$250K
Over $250K
Is there anything specific you’d like to add about your business as we prepare for your website audit?
What date and time work best for you?
*
Lead ID
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