Find the gaps before you spend money fixing them.

First, tell us who you are

We need these details so we can review your audit and contact you with your personalized observations.

1. What type of business do you operate?

2. How many locations do you currently operate?

3. Approximately how many new enquiries does your business receive in a typical month?

4. When someone makes an enquiry, how quickly do they usually receive a response?

5. What happens when someone enquires but does not book immediately?

6. How many follow-up attempts are normally made before an enquiry is considered inactive?

7. What happens when your business misses a call from a potential or existing client?

8. Do you know how many calls your business misses in a typical week?

9. How can customers currently book an appointment?

10. Are appointment confirmations sent automatically?

11. Are appointment reminders sent automatically?

12. When someone cancels an appointment, what normally happens?

13. Do you have a process for following up with clients who do not show up?

14. After a client's appointment, what happens next?

15. Do you actively remind clients when it may be time for another treatment?

16. Do you contact clients who haven't visited your business for a long period?

17. Do you have a system for encouraging existing clients to return or book another service?

18. Where do you currently keep customer information?

19. Do your booking, customer, communication and marketing systems share information automatically?

20. Which areas of your business would you most like to automate?

Select all that apply.

21. If you could remove one repetitive task from your team's workload, what would it be?