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1. How do you currently track leads and customers? *

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A) None – everything is manual
B) A few tasks here and there
C) Several processes are automated
D) Most of my processes are automated
E) Nearly everything runs without me
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2. How many different tools do you use daily to run your business (email, calendar, invoicing, social media, etc.)? *

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A) I use sticky notes and memory
B) I keep a basic checklist or spreadsheet
C) I use a task management tool inconsistently
D) I have a task management platform but no automations
E) I have a fully automated dashboard that tracks everything
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3. What happens when a lead calls or messages you after hours? *

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A) I jump between multiple apps manually
B) I check everything but it’s time-consuming
C) I use a CRM but still need to log in to multiple platforms
D) Most messages funnel into one place
E) All communications are centralized and automated
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4. How do you send email marketing campaigns? *

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A) Never – I (or staff) respond manually
B) Sometimes – but not consistently
C) I have an auto-responder for one channel (like FB or SMS)
D) I use bots for multiple channels
E) I have AI handling calls, texts, and social with ease
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5. How much visibility do you have into your business performance (revenue, leads, customer pipeline)? *

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A) None—I’m guessing most of the time
B) I look at separate reports from different tools
C) I have a basic dashboard but it doesn’t cover everything
D) I have a good dashboard but not automated
E) I have a custom dashboard with live, automated data
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6. What’s your biggest challenge with technology right now? *

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A) I don’t use a CRM at all
B) I have one but barely touch it
C) I use it for contact storage only
D) I track fields and customer history
E) My CRM is automated with tags, fields, and triggers
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7. On average, how much time do you spend on repetitive admin tasks each week? *

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A) Paper or PDFs manually filled out
B) Online forms but I enter data manually into my system
C) Forms feed into spreadsheets
D) Forms connect with my CRM but limited automation
E) Fully automated forms that update CRM and trigger workflows
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8. Which best describes your communication system (calls, texts, social DMs)? *

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A) I don’t do email marketing
B) I send occasional one-off emails manually
C) I have a basic newsletter
D) I have automated drip campaigns for leads or clients
E) I have multiple automations (drip, nurture, promos, triggers)
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HerTech Happiness Guarantee

We stand behind our work. If you don’t see measurable improvements in time saved, lead capture, or operational clarity within 60 days, we’ll keep working with you—free—until you do.

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Contact Us

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