SMJB System Diagnostic
Complete this 2-minute diagnostic to uncover hidden operational bottlenecks, reclaim your time and discover exactly where automation can scale your revenue.
Contact Information
Full Name
*
First Name
Last Name
Work Email
*
example@example.com
Business Name & Industry (e.g., Real Estate, Med Spa)
*
Business Goals & Bottlenecks
Number of Employees
*
Please Select
1 (Solo)
2-5
6-15
16+
What is your primary business goal for the next 6 months?
*
What is the single biggest operational bottleneck in your business right now?
*
Technology & Workflow Audit
Please list the 3-5 main software tools you use daily (e.g., CRM, Squarespace, POS System).
*
Do you currently use any form of AI (ChatGPT, Gemini, etc.) for business tasks? If yes, how?
*
Rate your satisfaction with the efficiency of the following areas:
*
Rows
1
2
3
4
5
Customer Communication/FAQs
Marketing/Content Creation
Internal Systems/Lead Follow-up
The Automation ROI
Describe the repetitive task that wastes the most time. How many hours per week does this consume?
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If we saved your team 10 hours this week, what specific revenue-generating task would you focus on instead?
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What is your current process for handling new leads/inquiries from start to finish?
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Next Steps
Do you currently have a budget set aside for Efficiency/System Upgrades?
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Yes
No
Planning to allocate soon
Who is the ultimate decision-maker for new technology investments?
*
Submit Diagnostic
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