Step 1 of 6 16% About your businessBusiness name(Required)Number of Locations(Required)N/A1 location2-3 locations4-9 locations10-14 locations15-24 locations25+ locationsYears in Business(Required)Number of Employees(Required)Industry Retail Professional Services Food & Beverage Health & Wellness Home Services Automotive Manufacturing Other Business Identity Black-owned Latino-owned Asian-owned LGBTQ+ owned Veteran-owned Women-owned Disabled-owned Indigenous-owned Which of these best describes your business priorities? (Choose top 2)Select exactly 2 choices. Increasing revenue Improving customer experience Reducing operational costs Expanding market reach Building business systems Team development When implementing business improvements, do you prefer: Quick tactical fixes with immediate results Systematic changes with long-term benefits A balance of both approaches Digital PresenceDoes your business have a website? Yes No Website URL Do you have an active Google Business Profile? Yes No Which social media platforms do you actively use? Facebook Instagram LinkedIn YouTube TikTok Twitter/X Threads None How do you communicate with your customers? Business phone Email SMS Website contact form Live chat Social media messaging WhatsApp Customer ManagementHow do you currently store and manage customer information? We don’t have a systematic approach Spreadsheets or basic tools CRM system Integrated business platform Do you have a systematic process for following up with new customers? Yes No Do you have a systematic process for following up with past customers? Yes No Payment ProcessingWhich payment methods do you currently accept? Credit/debit cards Mobile payments (Apple Pay, etc.) ACH/bank transfers PayPal/Venmo Cash/check only Is your payment processing integrated with your customer database? Fully integrated Partially integrated Not integrated Not applicable Growth MindsetHow would you rate the priority of improving your digital operations? Critical priority (next 30 days) High priority (next 90 days) Medium priority (next 6 months) Low priority (considering options) What’s your biggest challenge with digital operations currently? About youName First Last Mobile numberBusiness Email Job Title
