Complete this 2 minute quiz by selecting the option most relevant to your business
Q1 Do you manually export or copy data between tools (CRM, email, spreadsheets, ads)?
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Never
Occasionally
Weekly
Daily
Q2 Can you see the full customer journey from first click to closed sale in one dashboard?
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Yes, Fully
Mostly
Partially
No, we piece it together
Q3 When marketing generates a lead, how does it reach sales?
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Full context automatically
Basic info only
Sales ask Marketing for background
Lead is re-entered manually
Q4 If a lead shows buying intent (pricing page, repeat visits), what happens?
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Auto score and alert
Triggers some automation
Logs activity only
Relies on someone noticing
Q5 How much overlap is there between tools (email, CRM, landing pages, automation)?
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None, one core system
Some duplication
Three or more overlaps
Not sure
Q6 If your agency or key person disappeared tomorrow, what happens to your lead generation and pipeline?
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Everything keeps running
Some campaigns or automations pause
Lead generation or follow-up slows significantly
Most lead generation and pipeline management stops
Q7 Can you confidently link campaigns to revenue from quarter to quarter?
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Yes, instantly
With some analysis
Rough estimates
No clear answer
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