Tech Evaluation Quiz: Is Your Business Running Efficiently?

This quick quiz will help find out what's missing in your tech stack and how you can optimize. Please fill in your information below and click Next👇🏻

First Name *

Last Name *

Phone *

Email *

Do you have a system to store and manage your customer and lead information (CRM)?

Yes, I use an all-in-one system

Yes, but I use multiple tools

No, I manually track my leads

How do you schedule client meetings or appointments?

I use an automated scheduling tool (e.g., Calendly, Acuity, HighLevel)

I schedule manually via email or text

I don’t schedule meetings in my business

Do you have a system that automates email marketing?

Yes, I use an integrated email system with automation

I use email marketing but have to send emails manually

No, I don’t send regular emails to my audience

How do you accept payments from clients?

I use an integrated system like Stripe, PayPal, or GoHighLeve

I manually invoice clients and track payments separately

I don’t accept online payments in my business

Do you have a way to meet with clients online (e.g., Zoom, Google Meet)?

Yes, I use a dedicated meeting platform

Sometimes, but I don’t have a consistent system

No, I don’t meet with clients virtually

Do you have a website or landing page for your business?

Yes, I have a fully built-out website

I have a basic landing page but not a full website

No, I don’t have a website yet

Are you using sales funnels or automation workflows to capture leads and nurture customers?

Yes, I have an automated funnel in place

I collect leads, but I follow up manually

No, I don’t use lead generation funnels

Do you schedule and automate social media posts?

Yes, I use a scheduling tool like GoHighLevel, Later, Meta or Buffer

I post manually when I have time

I don’t actively post on social media

Do you have a way to collect reviews and manage your business reputation online?

Yes, I have an automated system for review collection and management

I ask for reviews manually but don’t have an automated system

I don’t collect or track customer reviews

How do you track and analyze your business performance (email open rates, website traffic, lead conversion, etc.)?

I use a reporting dashboard that tracks my business metrics

I track some things manually but don’t have full reports

I don’t track analytics for my business

Are all of your business tools integrated into one system?

Yes, everything is connected in an all-in-one platform

I use multiple tools, and some of them integrate

No, I have separate systems that don’t communicate

How much do you estimate you're currently paying monthly for all your business tech combined?

Under $100/month

$100-$500/month

Over $500/month

How often do you find yourself manually handling tasks that could be automated (like follow-ups, invoicing, or scheduling)?

Rarely, because I use automation

Sometimes, I still do a few things manually

All the time—I feel like I’m constantly managing things manually