How much time does your company spend each week on administrative tasks like scheduling, email follow-ups, or invoicing (make a rough guess/estimate if you are unsure)? *

Less than 5 hours

5 - 10 hours

10 - 15 hours

More than 15 hours

How do you currently manage client onboarding and communication? *

Manually (emails, phone calls, etc.)

Using basic tools like spreadsheets or Google Docs

With some automation tools (e.g., Calendly, CRM)

I don’t have a system in place

How often do you struggle to keep up with client demands or inquiries? *

Rarely – I manage just fine

Sometimes – it gets overwhelming during busy periods

Often – I feel like I’m always playing catch-up

Constantly – I’m drowning in client requests

How do you currently market your services or attract new clients? *

Word of mouth referral

Organic Social media, Email marketing, Webinars, Events

Paid Lead generation Systems (e.g Social media ads, cold email, referral and review tools)

I don’t have a consistent marketing strategy

How do you currently track and measure client progress or outcomes? *

I don’t track progress systematically

Manually (e.g., spreadsheets, notes)

Using basic tools (e.g., Google Forms, surveys)

With a dedicated client management system

How much of your work-week is spent on repetitive tasks that could potentially be automated (make a rough guess/estimate if you are unsure)? *

Less than 25%

25 - 50%

50 - 75%

75%

How do you currently handle tasks like content creation, responding to enquiries, data analysis? *

Manually – I do everything myself without using a lot of tools

Manually with basic tools (e.g., Canva, Excel, one inbox for all my social media inboxes)

I use some AI and Automations e.g. ChatGPT, Automated follow up sequence, AI Chatbots

Most of these tasks are left undone

How frequent do you use AI tools in your business? *

I rarely us AI tools, so I can't use it in my business

I’ve tried a few AI tools like ChatGPT, but I rarely use it for the business

I have implemented some AI tools into my business and it works with little or no involvement from me

I’m an avid AI user but I have not implemented it into my business yet

What’s your biggest concern about using AI in your coaching/consulting practice *

It’s too expensive or complicated

I’m worried it will replace the human touch

I don’t know which AI tools are worth investing in

I’m not sure how it can benefit my business

I have no concerns

What’s your primary goal for wanting to use AI and Automations in your business? *

Save time on repetitive tasks

Improve client outcomes with data-driven insights

Scale my business by automating marketing and sales

Stay competitive by adopting cutting-edge tools

I'm not interested in using it in my business

What is the best email address to send the ebook to? *

What name should we call you by when sending the ebook ? *

Kindly provide your Phone number if you want us to share any available promotions. We promise not to spam you

Would you be interested in attending an webinar focused on how Coaches/Consultants can use AI. If so, what will you be interested in learning ?

NEXT