What type of business do you run? *

Professional Organizing Business

Other Service-Based Business

Product-Based Business

Not Sure/Other

How do you currently manage client information? *

Various Apps (not connected)

Basic Digital Tools

Spreadsheets/Paper

Existing CRM

No System

What's your biggest challenge right now? *

Keeping track of leads and clients

Following up consistently

Managing appointments

Creating/sending invoices

Organizing client documents

Other

How many clients do you typically work with per month? *

20+

11-20

6-10

1-5

Do you have any team members? *

3-5 team members

1-2 team members

More than 5

Just me

Which task takes up most of your time? *

Following up with leads

Client communication

Scheduling appointments

Creating/sending invoices

Document management

Administrative tasks

Which best describes your business email setup? *

Professional domain email

Both personal and business email

Free email service only

Haven't set up business email

How do you handle business calls and texts? *

Virtual phone system

Separate business phone/number

Personal phone for everything

Don't take calls/texts

First Name *

Email *

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