Hey there!

Let’s be real—this form isn’t short, but you’re here for a reason. You know something needs to change, and this might be the shift you’ve been looking for. Change takes effort, but staying stuck? That’s far more painful. The more thought you put into your answers, the better we can craft an audit that delivers real, actionable growth.

You’re here to grow. Let’s make it happen. 💪

First name

Last name

Company

Website

Where do we reach you?

1. What is your core product/service?

2. Explain your offer in simple terms (like explaining to a child).

3. What is the primary problem your product/service solves?

4. What sets your product/service apart from competitors?

5. How do you acquire new customers?

6. What is your lead generation strategy?

7. What tools or platforms do you use for lead generation?

8. What is your average lead conversion rate?

9. Do you have a specific audience or niche you target?

10. What percentage of leads come from inbound vs. outbound efforts?

11. Describe your sales process.

12. What is your average sales cycle duration?

13. What roles or team members are involved in your sales process?

14. What are the biggest bottlenecks in your sales process?

15. What is your win/loss rate, and what are the main reasons for lost deals?

16. How do you manage leads and customers?

17. Do you have a clear pipeline for tracking deals?

18. How frequently do you update customer records?

19. Do you have automated follow-ups or reminders?

20. How do you fulfill your product or service?

21. Take me through the entire process for delivering your product/service.

22. Which steps are most time-consuming or labor-intensive?

23. Are there any parts of the fulfillment process that are automated?

24. Do you face bottlenecks in fulfillment, and if so, where?

25. How do you ensure quality in your delivery process?

26. What does your onboarding process look like?

27. What happens after delivery?

28. How do you gather feedback from customers?

29. Do you have a retention strategy for keeping customers engaged?

30. Do you upsell or cross-sell additional services? If so, how?

31. Do you have a referral program in place?

32. How do you communicate with clients?

33. How do you communicate internally within your team?

34. What platforms or tools does your team use for communication?

35. Which platform do you use for email, documents, and file storage?

36. What is your current monthly recurring revenue (MRR)?

37. What are your key performance indicators (KPIs) for growth?

38. What is your customer acquisition cost (CAC)?

39. What is the lifetime value (LTV) of a customer?

40. How do you track financial performance and budgeting?

41. What systems and tools do you use for automation?

42. Are there any repetitive tasks you’d like to automate but haven’t yet?

43. What software stack do you use for your business operations?

44. Do you use AI in your processes? If so, how?

45. What does your team structure look like?

46. How do you ensure your team is aligned with company goals?

47. What challenges do you face in hiring or retaining talent?

48. What are your current growth goals?

49. What are the biggest challenges preventing you from achieving these goals?

50. What would make the biggest difference to your business right now?

Mediocre Doesn’t Get you 5 Stars

The ONECLICK team knows their stuff. Their AI systems are incredible.
The expertise & systems from ONECLICK were instrumental in our scaling.
An hour long call is all it took to improve margins ~20%. You need to work with ONECLICK.

Hey there!

Mediocre Doesn’t Get you 5 Stars

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