CLIENTELE BUILDER ONLINE BUSINESS DIAGNOSTICS TEST
This isn’t just a form. It’s the first step toward fixing what’s leaking in your business.
🚦 PART 1: TRAFFIC (Eyeballs + Attention)
How consistent is your traffic across your platforms?
(IG, Facebook, YouTube, website, etc.)
🔥 Red – We’re invisible. No one sees us
⚠️ Yellow – We’re active but not getting attention
✅ Green – We get steady engagement and profile visits
Are you running paid ads right now?
🔥 Red – No paid ads, we rely only on organic
⚠️ Yellow – We’ve tested ads but don’t have consistent results
✅ Green – Yes, with a clear strategy + budget
🚦 PART 2: LEAD GENERATION (Capture + Qualification)
Do you have a system to capture leads (email, phone, quiz, DMs)?
🔥 Red – We don’t have any lead capture in place
⚠️ Yellow – We have forms but no one fills them
✅ Green – Yes, we’re capturing data daily
How are you qualifying your leads right now?
🔥 Red – Everyone gets the same treatment, no filtering
⚠️ Yellow – We manually check, but no system
✅ Green – We use quizzes, booking flows, or surveys
🚦 PART 3: CONVERSION (Turning Leads into Clients)
What does your sales process look like?
🔥 Red – We don’t have a real sales process yet
⚠️ Yellow – We have some pieces but it’s not consistent
✅ Green – We have a defined process (calls, pages, scripts)
Are you closing clients from your online presence?
🔥 Red – No, we don’t make sales online
⚠️ Yellow – Sometimes, but not reliably
✅ Green – Yes, we close weekly/monthly from social or ads
🚦 PART 4: FOLLOW-UP & NURTURE
Do you have automated follow-up (email/SMS/DM flows)?
🔥 Red – We don’t follow up — we’re losing leads
⚠️ Yellow – We follow up manually or sporadically
✅ Green – Yes, every lead gets followed up automatically
Are you consistently posting on social with a clear content strategy?
🔥 Red – We rarely post or go weeks without content
⚠️ Yellow – We post sometimes but with no direction
✅ Green – Yes, our content is dialed and branded
🚦 PART 5: RETENTION & BACK-END SYSTEMS
Do you track customer lifetime value, repeat clients, or referrals?
🔥 Red – We only focus on first-time buyers
⚠️ Yellow – We think about it, but don’t track well
✅ Green – Yes, we track CLV and build loyalty
Do you have a CRM system to manage your leads, clients, and sales?
🔥 Red – We’re doing everything manually or in notes
⚠️ Yellow – We have something but it’s not fully set up
✅ Green – Yes, we’re using Zoho, GoHighLevel, or similar
🔎 Optional Questions
What’s your #1 frustration with your current digital marketing setup?
What’s your revenue goal for the next 6–12 months?
How soon do you want help fixing the 🚦red zones?
Yesterday
This month
In the next 60–90 days
I’m just exploring
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