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Q1 – How long have you been running your business?

Not launched

0–6 months

6–12 months

1–3 years

3+ years

Q2 - Which best describes your current business setup?

Just me (self-employed / solo)

Me + occasional freelancer

Small team (1–3 staff)

Team of 4+ staff

Q3 - What is your average monthly revenue right now?

Under £2,000

£2,000–£5,000

£5,000–£10,000

£10,000+

Q4 - How do you currently manage your finances?

I don’t track finances yet

I track some things but not consistently

I track income and expenses

I fully track profit, margins, wages & review monthly

Q5 - Where do most of your clients currently come from?

Word of mouth only

Instagram / social media organically

Mix of referrals & social media

Paid ads / funnels / email marketing

Q6 - Have you ever run paid ads (Facebook / Instagram)?

Never

Tried once or twice

Run ads occasionally

Run ads consistently with a budget

Q7 - Do you have systems in place for bookings, leads & follow-ups?

No systems

Some manual systems

Mostly automated

Fully automated CRM

Q8 - Which best describes your role in the business day-to-day?

I do everything myself

Mostly me with some support

I delegate regularly

I’m stepping back from delivery

Q10 - Where do you currently feel most stuck?

Confidence & clarity

Consistency

Time & structure

Scaling, delegation & profit

Q11 - How much time can you realistically commit each week to implementation?

Less than 2 hours

2–4 hours

5–10 hours

10+ hours

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