Business Discovery Intake | Abisset Industries

1

Business Snapshot

The foundation — who you are, what you do, who you serve

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Business / Practice Name *

Your Name & Title *

Email Address *

Phone Number

What industry or profession best describes your business? *

In your own words, what does your business do and who do you serve? Write it like you'd explain it to a neighbor — not a pitch, just the reality.

How long have you been in business?

How many people work in your business (including yourself)?

Which of these best describes your current business stage?

🌱 Building — still finding our footing 📈 Growing — revenue coming in, scaling now ⚖️ Stable — consistent but need efficiency 🔄 Plateaued — stuck, need a breakthrough 🚀 Scaling — expanding team, systems, or markets

Deep Dive Optional

What does a typical week look like for you personally? Walk us through it.

What percentage of your time is spent doing work that only YOU can do vs. work others could do?

What does "success" look like for your business in 12 months — specifically? Revenue targets, client counts, lifestyle goals, team size — be as concrete as you can.

2

Operations & Administration

How your business actually runs day-to-day

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What are the top 3 most time-consuming tasks in your business that you do every week? Think about what eats your time, not what generates revenue — those are often different things.

Which tools or software does your team currently use to run the business? List everything — CRMs, scheduling apps, accounting tools, email, project management, etc.

How does a new client inquiry reach you?

📞 Phone call 💬 Text message 📧 Email 🌐 Website form 📱 Social media DM 🤝 Word of mouth / referral 🚶 Walk-in

What happens to an inquiry that comes in after hours or on weekends?

How satisfied are you with how efficiently your operations run today?

Total chaosWell-oiled machine

Deep Dive Optional

Describe the step-by-step process from first contact to a completed/closed client transaction. Don't skip steps even if they feel obvious — the gaps often live in the "obvious" steps.

Where in that process do things most often get dropped, delayed, or done inconsistently?

If you suddenly couldn't work for 2 weeks, which parts of the business would survive and which would collapse?

What administrative tasks do you personally do that you wish someone (or something) else handled?

3

Gaps, Friction & Operational Wishes

What falls through the cracks — and what you wish ran itself

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What is the single biggest operational problem costing you time or money right now? Name the problem, not the solution. Don't worry about whether it's fixable — just describe it honestly.

What tasks currently require your personal attention that probably shouldn't?

Which of these operational gaps do you experience regularly?

Missed calls or slow response Inconsistent follow-up Scheduling friction / no-shows Slow invoicing or collections Inconsistent client onboarding Manual data entry or duplication Poor internal team communication Processes that live in my head only

Complete this sentence: "I wish my business could automatically ___" Let yourself dream a little. There are no wrong answers here.

How much time per week do you estimate is lost to repetitive tasks that could theoretically be automated?

Deep Dive Optional

Is there a problem in your business that you've just accepted as "the way it is" — even though it still bothers you?

What have you already tried to solve your biggest operational problem? What happened?

If you could redesign how your business operates from scratch — keeping only what works — what would it look like?

4

Client Communication & Follow-Up

How leads and clients experience your responsiveness

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On average, how quickly does a new inbound inquiry receive a response?

How many times do you typically follow up with a lead who hasn't converted?

Do you send appointment reminders? If yes, how?

We don't send reminders We do it manually Basic automated email/text Full automated sequence

What is your no-show or cancellation rate for appointments?

How do you currently stay in touch with past clients (retention & referrals)?

Deep Dive Optional

Walk us through exactly what happens when a lead fills out a form on your website or calls your number for the first time.

Have you ever lost a client or deal because of a response time or follow-up failure? Describe it.

If a version of you could respond to every inquiry immediately, any time of day, in your own voice and style — what would that be worth to your business? Think in terms of leads recovered, deals closed, or hours saved per month.

5

Marketing & Lead Generation

Where your clients come from — and where they should

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Where do most of your new clients come from today?

Word of mouth / referrals Google / organic search Paid advertising (Google, Meta) Social media organic Online directories (Yelp, Zillow, etc.) Email list Networking / events Repeat business

Where do you wish more of your clients came from?

Do you currently ask for client reviews or testimonials? How?

We don't ask We ask sometimes, informally We have a manual system It's automated

Do you have a referral program or structured way to encourage word-of-mouth?

No formal program Informal — we mention it sometimes Yes, a structured program

What marketing have you tried that did NOT work? What happened?

Deep Dive Optional

What is your approximate monthly marketing budget (all channels combined)?

Do you have a defined Ideal Client Profile — the specific type of client you most want to attract?

What marketing or outreach do you know you should be doing but aren't? Why not?

If you could reach your ideal client at the exact moment they need your service, what would you say to them?

6

Website & Digital Presence

Your online front door — what it does and doesn't do for you

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Do you have a business website?

Yes Basic / outdated No website In progress

Website URL (if applicable)

What do you think your website does well?

What do you feel your website is missing or failing to do?

Does your website allow visitors to book appointments or schedule directly?

Yes, fully integrated Sort of — a form or link, but not fully seamless No — they have to call or email

Does your website have a chatbot or live chat feature?

Yes — live chat with a real person Yes — a chatbot (automated) No chat feature No, but we want one

Deep Dive Optional

Do you know how many visitors your website gets per month (approximate)?

Where does your website traffic come from (if known)?

If your website could do ONE new thing it doesn't do now, what would you want it to do?

Is your website currently showing up in Google searches for your services in your area? How do you know?

7

Social Media

Your content presence and engagement gaps

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Which social platforms does your business currently use?

How often does your business post on social media?

What is your biggest challenge with social media?

Not enough time to post consistently Don't know what to post Posting but seeing no results Uncomfortable with video content No consistent brand voice or look Posting but no engagement No one on my team who handles it

Does your social media currently generate leads or client inquiries?

Yes — regularly Occasionally Rarely or never I don't track this

Deep Dive Optional

Have you ever considered doing video content — walkthroughs, explainers, client spotlights, educational content?

Yes — we already do this Yes — we want to but haven't started No — not a priority

What's holding you back from doing more video? (If applicable)

If your social media content could be created for you — in your voice, looking and sounding like you — what would you want it to cover? Think about what your ideal clients would find valuable, entertaining, or reassuring.

8

Technology & Innovation Readiness

Your comfort level with new tools and change

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How would you describe your relationship with adopting new technology in your business?

Early adopter — I try new tools constantly Open but cautious — I adopt when something proves its value Hesitant — I resist change but eventually adapt Resistant — I prefer tried and true over shiny and new

Have you used any AI tools in your business? (e.g. ChatGPT, voice assistants, AI scheduling, content tools)

Yes — I use AI tools regularly A little — I've experimented I've heard of them but haven't tried No AI tools at all

What concerns, if any, do you have about using AI in your business?

Clients won't know they're talking to AI AI won't represent my brand the way I would It'll be too complicated to set up or maintain The cost won't justify the return I don't fully trust the technology yet Data privacy or security concerns No real concerns — I'm open to it

What would make you most excited about a new technology solution for your business?

Getting time back in my day Never missing a lead again Being able to scale without hiring Consistent, professional client experience Directly growing revenue Competitive advantage over others in my field

9

Vision & Priorities

Where you want to go and what matters most right now

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If you could wave a wand and fix ONE problem in your business tomorrow, what would it be? * No limits — not practical, not budgetary, just the thing that would change your work life most.

Rank your top 3 priorities for working with Abisset Industries: Select up to 3 options.

Capturing more leads Getting time back from admin work Improving client experience Increasing revenue Building better systems & processes Scaling without burning out Better marketing and online presence Automating repetitive tasks

What does your business look like in 3 years if everything goes right?

Is there anything else you want us to know about your business before our first session? Context, concerns, history, things that haven't worked — anything that would help us be better prepared for you.

Overall, how urgent is it to address the challenges you've described today?

Not urgent — exploring optionsCritical — we need solutions now

Business Operations
Discovery Questionnaire

How This Works

You're Ready for Your Strategy Session

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Business OperationsDiscovery Questionnaire

How This Works

You're Ready for Your Strategy Session

Discovery Profile Received

Business Operations
Discovery Questionnaire