Please complete the form below so we can better understand your business and identify how 10XAI can help improve your marketing and accelerate your growth.

BUSINESS INFORMATION

Business Name:

Owner/Manager:

Industry / Service Type:

Phone:

Email:

Website:

Years in Business:

Number of Employees:

Section 1 —MARKETING & LEAD GENERATION

How do most of your customers currently find you? (Check all that apply)
Google search
Google Maps
Word of mouth
Facebook
Instagram
TikTok
Email marketing
Print or local ads
Referral partners
Other:

Which marketing channels are you actively using now?
Website
Google Ads
Facebook Ads
SEO
Social media posting
None currently

How satisfied are you with your current lead flow?
Very satisfied
Neutral
Needs improvement
Not getting enough leads

Do you know your average cost per lead?
Yes Amount: $
No

How many new leads do you receive weekly (calls, texts, emails)?

Do you track where each lead comes from?
Yes
No
Sometimes

Do you have a dedicated marketing plan in place?
Yes
No
Somewhat

Section 2 — WEBSITE & ONLINE PRESENCE

Do you have a website?
Yes
No

If yes, how old is your website?
Less than 1 year
1–3 years
3+ years
No updates in a long time

Is your website mobile-friendly?
Yes
No
Not sure

Can customers book appointments online?
Yes
No

Does your website currently capture leads automatically?
Yes
No

Do you have a chatbot or AI assistant on your website?
Yes
No

Do you update your website regularly?
Yes
No

Section 3 — CUSTOMER COMMUNICATION

What happens when someone calls your business and you can’t answer?

Do you have a system that automatically texts missed calls?
Yes
No

How often do you communicate with customers through text?
Daily
Weekly
Rarely
Never

How often do you communicate with customers through email?
Daily
Weekly
Rarely
Never

How often do you communicate with customers by phone?
Daily
Weekly

Do you send automated reminders or confirmations?
Yes
No

Do you manually follow up with leads?
Yes
No
When I remember

Would automated follow-up sequences benefit your business?
Yes
No
Maybe

Section 4 — SCHEDULING, APPOINTMENTS & WORKFLOW

How do customers book services with you now?
Phone call
Text message
Website form
Social media message
Walk-in
Other
Other (please describe):

Would automatic online scheduling help you?
Yes
No

Do you send appointment reminders?
Yes
No

Do you send follow-ups after a service is completed?
Yes
No

Do you have a system for estimates/quotes?
Yes
No

If yes, is it automated?
Yes
No

Do you have an automated process for:

Sending invoices?
Yes No

Collecting payments?
Yes No

Sending thank-you messages?
Yes No

Section 5 — REPUTATION & REVIEWS

Do you currently ask customers for reviews?
Yes
No

How many reviews do you have on Google?

Do you respond to reviews?
Yes
No

Do competitors in your area have more reviews?
Yes
No
Not sure

Would automatic review requests help your business?
Yes
No

Section 6 — CRM & BUSINESS ORGANIZATION

Do you currently use a CRM system?
Yes
No

If yes, which one?

Do you track customer history, quotes, and conversations?
Yes
No

Would an all-in-one CRM help improve organization?
Yes
No

Do you currently lose track of leads or forget to follow up?
Often
Sometimes
Rarely
Never

Section 7 — SOCIAL MEDIA & ADVERTISING

Do you post on social media regularly?
Yes
No

How often do you post?
Daily
Weekly
Monthly
Rarely / Never

Do you run paid ads?
Yes
No

Do you need help creating content or managing ads?
Yes
No

Section 8 — TECHNOLOGY & AUTOMATION AWARENESS

Are you familiar with AI automation tools?
Yes
Somewhat
Not at all

Are you currently using any automation in your business?
Yes
No

Would you like help automating tasks you find repetitive?
Yes
No