Business Discovery Questionnaire

Section 1

Business overview

Tell us the basics so we can orient everything else around your actual business.

Business name *

Your name *

Your role

Email *

Phone

How long have you been operating?

What services do you offer? *

Which service generates the most revenue?

Where do you most want to grow over the next 12–24 months?

Section 2

How leads find you

Understanding where enquiries come from tells us where demand already exists — and where it's leaking.

How do most new customers discover you?

Roughly how many new enquiries do you receive each week?

How do prospects typically reach out?

Section 3

Lead handling & missed opportunities

This is usually where businesses lose the most money. We need to know exactly what happens when a lead comes in.

Who currently handles incoming enquiries?

What happens when someone contacts you after business hours?

What happens when everyone is busy or with a client?

Do you believe you're missing leads due to slow or no response?

Yes, definitely Probably some No, we respond fast Not sure

After someone enquires but doesn't book, what happens?

Do cancellations or no-shows happen often?

Yes, frequently Occasionally Rarely Never

Section 4

Booking & operations

We want to understand how appointments get made and what's eating up your team's time.

How do customers schedule appointments?

Is your scheduling mostly manual or automated?

Fully manual Mix of both Mostly automated

What repetitive admin tasks eat up the most time each week?

What software or tools do you use today?

CRM (customer database) Booking / scheduling software Google Calendar Payment processing Email marketing platform None / just basic tools

Any tools you wish worked better or wish you had?

Section 5

Marketing & online presence

Helps us spot gaps and quick wins on the front end.

Are you happy with your website?

Yes Partially No, needs work No website

Does your website generate enough enquiries?

Yes Not really No No website

Which social platforms are active?

Do you run paid ads?

Google Ads Facebook / Instagram Ads No paid ads

How do you currently ask for reviews?

Section 6

Goals & challenges

This is the most important section. Be direct — it helps us give you a sharper assessment.

What are your top priorities over the next 12–24 months?

Increase enquiries Increase bookings Reduce admin workload Improve response time to leads Improve customer experience Hire additional staff Open another location Grow overall revenue

What are the three biggest operational challenges right now? *

If you could fix one thing in your business tomorrow, what would it be?

Anything else we should know?

Business discovery questionnaire

Questionnaire complete