ConfiScale Assessment

Contact Info

First Name

Last Name

Phone *

Email *

How would you like to move forward today? *

I'm ready to get set up now.

I want help choosing the right ConfiScale option

I want to book a call before deciding

I'm interested in ConfiElite

Tell Us About Your Business

What type of business do you run? *

How many people are involved in delivering your service? *

About how many leads or jobs do you handle per month? *

What is your current monthly revenue? *

Systems & Operations

Do you currently use a CRM?

Yes

No

Do you have automated follow-up?

Yes

No

Are payments, scheduling, and delivery connected?

Yes

No

Do leads fall through the cracks?

Yes

No

Are you manually managing operations?

Yes

No

Current Systems & Pain Points

Where do you feel your systems are breaking down? *

What currently happens when a new lead comes in? *

I respond manually every time

Sometimes automated, sometimes manual

Fully automated with consistent follow-up

Leads are often missed or delayed

Not sure / no defined process

How confident are you in your current follow-up and booking process? *

Very confident - systems run smoothly

Somewhat confident - but inconsistent

Not confident - things fall through

I don't really have a system

What's the biggest operational frustration you want solved? *

Goals, Scale, & Readiness

What is your primary business goal for the next 90 days *

Which best describes your current operational stage? *

How ready are you to move forward once the right path is clear? *

Ready to get started now

Need to finalize details internally

Still exploring options

Just gathering information

How would you like to move forward? *

I want to move forward and get set up

I want help choosing the right path

I want to book a call before committing

I’m interested in ConfiElite

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