Could HighLevel / MarketerM8
Boost Your Leads, Sales,
and Productivity?…
Complete the Assessment...
How long has your business been operating?
*
I'm still in the planning stage
Less than 1 year
1–3 years
More than 3 years
How big is your email list?
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Fewer than 200 contacts
200–1,000 contacts
1,000–10,000 contacts
Over 10,000 contacts
How many staff members do you have (including yourself)?
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Just me
2-3
4-10
11+
What is your approximate annual turnover?
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No sales yet
Under £50,000
£50,000–£250,000
£250,000–£500,000
£500,000–£1,500,000
Over £1,500,000
Do you have a team member (or yourself) who could become your “CRM Champion”?
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Yes
No
How would you rate this person’s technical skills (using tools like Excel, MailChimp, etc.)?
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Not at all technical
Basic user
Comfortable with common tools
Confident and tech-savvy
Technical whiz
How much time could they dedicate to learning and managing the CRM?
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No time
A few hours per week
As much time as it takes
What tools or systems are you currently using? (tick all that apply)
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None
Post-it notes & Excel
MailChimp
Pipedrive
ActiveCampaign
HighLevel (or white label version)
Keap
Salesforce
HubSpot
Others
How do you currently generate leads?
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Word of mouth / referrals only
Occasional marketing campaigns
Regular marketing campaigns
Multiple consistent marketing campaigns
Do you have an organised sales process?
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Yes
No
Do you have a clearly defined sales process?
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Some steps but not systemised and manual
Yes, consistent manual sales process
Yes, very organised with marketing automation
Yes, very organised with marketing automation and AI
How well do you follow up with leads?
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We often forget
Manually follow up
Use basic tools/reminders
Automated follow-ups in place
Do you stay in touch with customers?
Yes
No (should do better)
No customers yet
How do you stay in touch with existing customers?
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Occasional emails/check-ins
Regular updates
Automated journeys
Do you gather testimonials or reviews?
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No
Occasionally
Yes, manually
Yes, automated
What are your goals for the next 12 months?
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Get business started
Just survive
Grow slowly
Invest in growth systems
Scale rapidly with automation
What’s important to you right now? (Tick all that apply)
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Getting more leads
Converting more sales
Improving client retention
Saving time on admin
Gaining visibility into my pipeline
Please enter your details to receive the full report.
Full Name
Email
*
Marketer-M8.com