Contact Information

Full Name *

Phone *

Email *

Business Name *

Website

About Your Business

What type of business do you run? (choose one) *

Service-based business

Retail or eCommerce

Coaching or Consulting

Creative Agency

Health & Wellness

Nonprofit/Foundation

How long have you been in business? (choose one) *

Just starting out

Less than 1 year

1–3 years

3–5 years

5+ years

What best describes your current business stage? (choose one) *

Planning/Pre-Launch

Getting established

Growing & scaling

Well-established & optimizing systems

How many people are on your team? *

Just me

2–5

6–15

16+

Current Tools & Challenges

What tools or platforms are you currently using to manage your business? (Check all that apply) *

CRM (e.g., HubSpot, Salesforce, etc.)

Email marketing (e.g., Mailchimp, Constant Contact)

Social media scheduler

Funnel/landing page builder

Calendar/booking tool

SMS or VoIP (Calling) service

I don't know—I’m just getting started

What are your biggest challenges right now? (Check all that apply) *

Organizing leads and client communication

Following up consistently

Building funnels or landing pages

Managing social media marketing

Automating tasks

Setting up e-commerce or order tracking

Reporting and analytics

Branding and website design

All of the above

Are you currently using a CRM or automation platform? *

Yes

I’ve tried one but it didn’t work well

Goals & Needs

What features are you most interested in? (Check all that apply) *

CRM & Lead Management

Website & Funnel Builder

Email, Text, & Voicemail Campaigns

AI Tools for Automation

E-commerce & Product Sales

Course/Membership Portal

Client Booking & Calendar

Marketing Strategy Support

Social Media Management

Reputation & Review Automation

Do you already have a branded website or are you looking for help creating one? *

I already have one

I need help building one

I need it fully done-for-me

I’m not sure

How soon are you looking to implement a system like SHS? *

Immediately

In the next 30 days

1–3 months

Just exploring for now

What budget range do you have for CRM, marketing, and automation tools? *

Less than $300/month

$300–$500/month

$500–$1,000/month

$1,000+/month

Not sure yet

Final Touch

What would success look like after using Smart Hub System for 6 months? (short answer) *

Example: More leads, streamlined operations, stronger online presence

Anything else you’d like us to know before your demo? (optional)

Write anything else you want to share

✅ Ready to See What’s Possible?
Book your free personalized demo after you submit this survey.