Understanding Their Business Needs
- What are your biggest operational challenges right now?
- Are there any recurring issues you’re trying to solve in your day-to-day operations?
- What are your top priorities for improving your business this year?
- Are there any areas where you feel your business could run more efficiently?
Current Tools and Solutions
- What kind of software or systems are you currently using (for scheduling, billing, CRM, etc.)?
- Are you happy with those tools? Why or why not?
- Is there anything missing from the tools you use now?
- Have you recently looked into new tools or service providers?
Service Expectations
- What do you look for in a service provider?
- How often do you expect communication or reporting from vendors?
- Are you looking for short-term help or long-term partnerships?
- What would a successful partnership look like to you?
Growth & Strategy
- Are you planning to expand your services or coverage area soon?
- Are you looking for help with scaling — like automating processes, hiring, or lead generation?
- Have you had any issues with growth, like maintaining quality or managing the team?
