What are your primary business goals this year? (check all that apply)

What are your primary business goals this year? (check all that apply) *

Boost my online reputation and get more reviews

Keeping an active presence on social media

Following up with leads and customers consistently

Get organized and automate my business processes to save time.

Generate more leads and turn them into paying customers.

Supporting and being part of something local and positive

Leverage AI to streamline and grow my business.

How would you describe your current online presence? *

I barely show up online and need major help

I have some online presence but know it could be better

I’m happy with it, but I want to reach more local customers.

How are you currently managing online reviews? *

I don’t have a process yet

I ask occasionally but it’s inconsistent

I’m actively managing them but open to better tools

Do you post regularly on social media or your blog? *

Nope, I need help!

I post sometimes but wish it was easier

Yes, and I want to amplify it further

What best describes your current use of a CRM? *

I’m not using one yet

I have a CRM but I don't love it

I have a CRM but I need better automation or AI

I don’t think I need one.

How many online platforms do you use regularly for marketing or operations? (CRM, email marketing, reputation management, social media management, online booking, website, invoicing and payments, agreements and documents, communications, sales management, ad management, texting, call tracking, etc) *

1-2

3-5

5-10

10+

How many team members do you have that use your online platforms? *

1-3

4-5

6-10

How are you using AI? *

Not at all and I don't want to

I'm dabbling with ChatGPT and/or other free tools

I'm using it regularly with paid tools (ChatGPT, Claude, etc)

Not enough, and I'm ready to go all in so I can stay ahead of my competitors

How important is supporting other local businesses to you? *

Very important, I love supporting local!

It matters, especially if it helps my brand

It’s not a big priority for me right now

When it comes to marketing and technology, which approach fits you best? *

I’ve got better things to do—please handle it for me (Done-for-You).

I’d like some help along the way (Done-With-You).

I enjoy doing it myself (DIY).

What marketing methods are you currently using? (Check all that apply) *

Word-of-mouth referrals.

Social media posts.

Paid digital ads (Google, Facebook, Instagram, etc.).

Search engine optimization (SEO).

Traditional advertising (print, radio, billboards, etc.).

Sponsorships (local events, teams, nonprofits, local initiatives, etc.).

Networking and memberships (chambers, business groups, masterminds, etc.).

Local media advertising

Email Newsletter or marketing

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