Q1: How often do delayed deposits or payment holds slow down your business?
Never
Sometimes
Often
Every week
Q2: How quickly does your bank or processor release your funds?
Instantly
Same day
1–2 days
3+ days
Q3: Have you ever lost a job or customer because you couldn’t accept their preferred payment method?
No
Yes
Q4: How organized is your customer database right now?
Clean and updated
Somewhat organized
Needs help
Total mess
Q5: Do you have automated follow-ups for invoices, missed calls, or estimates?
No
Yes
Q6: Time spent on manual admin tasks:
Less than 1 hour
1–3 hours
3–7 hours
7+ hours
Q7: Do you clearly understand all the fees your current processor charges?
Yes
Somewhat
Not really
Not at all
Q8: Satisfaction with current processing fees:
Very satisfied
Somewhat satisfied
Not satisfied
They’re taxing me for real.
Q9: Have your rates ever been changed without notice?
No
I’m not sure
Yes
Q10: Monthly processing fees:
Under $500
$500–$1,000
$1,000–$3,000
Over $3,000
No idea
Q11: Which best describes your current situation?
New Business Owner
Growing Business Owner
Seasoned Business Owner
Ready to Retire/Exit
Side Hustler Going Full-Time
Q12: Which outcome do you want in the next 90 days?
Get paid faster and eliminate cash-flow delays
Reduce fees and save more money
Better organize data and systems
Automate more workflow
Upgrade entire payment system to scale
Q13: What is the biggest obstacle holding you back?
I don’t understand the problem
Tools are outdated/confusing
I’ve switched before — no improvement
Everything is manual
I’m leaving money on the table
Q14: Which solution suits you best?
Workbook/training (DIY)
Audit so I can fix things (DIY+)
Guidance while I implement (DWY)
Done-for-you full setup (DFY)
Not sure — help me decide (3)
Q15: Anything else we should know?