This short assessment helps us understand where your business stands across six key growth areas — from how customers find you to how well you convert and retain them. It takes about 10–15 minutes and your answers are completely confidential. We'll review your responses before our conversation and come prepared with a clear picture of where the biggest opportunities are.
What's your name?
Please enter your name.
What's the name of your business?
Please enter your business name.
What's the best email address to reach you?
Please enter a valid email address.
And a phone number? (optional)
Roughly what is your business's annual revenue?
Under $500K
$500K–$1M
$1M–$2.5M
$2.5M–$5M
$5M–$10M
Over $10M
Please select an option.
Briefly describe what your business does and who your main customers are.
Please describe your business.
Your website URL
Please enter your website URL.
City or primary service area
Please enter your city or service area.
Google Business Profile URL (optional)
Paste the link to your Google Business listing if you have it handy
Most active social media profile (optional)
Paste the URL of whichever platform you post on most
Are you currently running any paid ads? (Google, Facebook, etc.)
Yes
No
Not sure
Please select an option.
Do you have a customer email list?
Yes, and we use it regularly
Yes, but we rarely use it
No
Please select an option.
Section 1 of 6
Local Visibility & Findability
These questions help us understand how easy it is for the right customers to find you online.
When a potential customer searches for your type of business in your area, where do you typically show up?
Top of Google / maps results
Somewhere on page one
Page two or beyond
I don't know where we show up
Please select an option.
How complete and active is your Google Business Profile?
Fully set up — we post regularly and respond to reviews
Set up but we rarely touch it
Partially set up
I'm not sure we have one
Please select an option.
How do most new customers find you today?
Word of mouth / referrals
Google search
Social media
Local advertising
Mix of the above
Please select an option.
Do you have a strategy for generating online reviews?
Yes — we actively ask customers and have a process
We ask sometimes but it's inconsistent
We rely on customers to leave reviews on their own
No, we haven't focused on this
Please select an option.
How would you rate your overall online visibility compared to local competitors? (1 = invisible, 5 = we dominate local search)
5 — We dominate local search
4 — Visible and competitive
3 — Somewhere in the middle
1 or 2 — Hard to find or invisible
Please select an option.
Section 2 of 6
Website & Digital First Impression
Let's look at what happens when someone finds you online.
When did you last meaningfully update your website?
Within the last 6 months
1–2 years ago
More than 2 years ago
We don't have a website
Please select an option.
When someone lands on your homepage, which best describes what they see first?
A clear headline explaining what we do, who we serve, and how to contact us
Our company name and a general welcome message
I'm not sure — I'd have to look
A lot of information but it's hard to know where to start
Please select an option.
How does your website perform on mobile?
Great — it was designed with mobile in mind
It works but isn't optimized
It's hard to use on a phone
I don't know
Please select an option.
Do you know how many people visit your website and what they do when they get there?
Yes — we actively use data to improve our site
We track traffic and behavior and review it regularly
We have Google Analytics but rarely look at it
No — we have no visibility into this
Please select an option.
What happens when someone visits your site and doesn't contact you?
We have retargeting or active re-engagement in place
We have basic email capture (newsletter, offer, etc.)
Nothing — we have no way to follow up or re-engage them
Please select an option.
Section 3 of 6
Lead Generation & Pipeline
Now let's look at how you actively bring in new business.
How would you describe your current approach to generating new leads?
We have a consistent, active process that generates predictable leads
We do some outreach but it's inconsistent
We're mostly referral-dependent
Reactive — we wait for people to find us
Please select an option.
Do you have a system for tracking prospects from first contact through close?
Yes — we use a CRM or similar tool
We track in spreadsheets or email
It's mostly in people's heads
No system at all
Please select an option.
How quickly does someone from your team follow up when a new lead comes in?
Within an hour
Same day
Within a few days
It varies a lot — no standard process
Please select an option.
Do you know what percentage of your leads convert to paying customers?
Yes — we track this closely
We have a rough sense but no hard number
No idea
Please select an option.
What's the biggest obstacle to generating more new business right now? (optional)
Section 4 of 6
Sales Process & Conversion
Let's look at how you close business once a prospect is interested.
How would you describe your sales process?
Documented and consistent — anyone on our team could follow it
Mostly consistent but lives in one person's head
Each situation is handled differently
We don't really have a defined process
Please select an option.
Do you have standard materials — proposals, pricing, case studies — that you use consistently?
Yes — polished and up to date
We have some but they're outdated or inconsistent
We create things from scratch each time
No formal materials
Please select an option.
How confident are you in your pricing?
Very confident — we price for value and rarely discount
Somewhat — we sometimes feel pressure to lower prices
Not confident — we often compete on price
We're not sure if our pricing is right
Please select an option.
Do you have tiered offerings — different levels of service at different price points?
Yes — customers can choose what fits them
Somewhat — we have some options
No — we offer one thing at one price
Please select an option.
Where do deals most often fall apart — what's the most common reason you lose business? (optional)
Section 5 of 6
Customer Retention & Referrals
Let's see how well you're maximizing the customers you already have.
Do you have a systematic way of staying in touch with past customers?
Yes — email, check-ins, seasonal outreach, etc.
We reach out occasionally but it's not consistent
We rely on them to come back to us
No system at all
Please select an option.
Do you actively ask satisfied customers for referrals?
Yes — it's a defined part of our process
Sometimes, but informally
Rarely
Never — we feel awkward asking
Please select an option.
Do you measure customer satisfaction in any formal way?
Yes — surveys, NPS, or regular check-ins
Informally — we ask but don't track it
No — we assume they'd tell us if something was wrong
Please select an option.
What percentage of your revenue comes from repeat customers vs. new customers?
Mostly repeat customers (70%+)
Roughly even split
Mostly new customers
I don't know
Please select an option.
Section 6 of 6
Revenue Visibility & Operations
Last section. These questions help us understand how clearly you can see what's driving your business.
Do you know which of your services or customer types generates the most revenue?
Yes — we track this and use it to make decisions
We have a general sense but haven't looked closely
Not really — it's hard to break down
No — we've never analyzed it
Please select an option.
Can you forecast what next month's or next quarter's revenue will look like?
Yes — with reasonable accuracy
Roughly, but there's a lot of uncertainty
No — it's hard to predict
We've never tried
Please select an option.
Do you have documented processes for the key things your business does repeatedly?
Yes — most things are documented
Some things are, others aren't
Most things live in people's heads
Nothing is documented
Please select an option.
If you could fix one operational or business problem in the next 90 days, what would it be? (optional)
You're all set.
Thank you for completing the Cuepoint GTM Diagnostic. We'll review your responses before our conversation and come prepared with a clear picture of where your biggest opportunities are. Expect to hear from us within 24 hours to schedule your diagnostic call.
