Consider each answer:
Select Your Result
According to Your Score
You’re a Level 4: Client Flow Master
You’re doing an excellent job — your lead flow is strong, your systems are working, and most of your process is automated.
Your next step isn’t to build… it’s to optimize, refine, and scale
What You’re Doing Right
You attract leads consistently
You follow up quickly
You’ve built a strong nurture path
You’ve automated key pieces
You have a reliable call-booking flow
What You’re Doing Right
You attract leads consistently
You follow up quickly
You’ve built a strong nurture path
You’ve automated key pieces
You have a reliable call-booking flow
Where You Can Improve
Even small adjustments could increase conversions:
More powerful long-term nurture
Optimized call reminders
Better post-call automations
Higher-converting follow-up emails
You’re a Level 3: Client Flow Builder
You’ve built a solid foundation — you’re doing many things right — but your client flow still has gaps that slow your growth.
Your next step isn’t to build… it’s to optimize, refine, and scale
What You’re Doing Right
You attract some leads
You have pieces of automation
You follow up most of the time
People can book calls with you
What You’re Doing Right
You attract some leads
You have pieces of automation
You follow up most of the time
People can book calls with you
What’s Missing
Stronger nurture sequence
Faster automated follow-up
Better call-reminder system
Consistent post-call follow-up
You’re a Level 2: Client Flow Starter
You have the motivation and pieces of a client flow, but leads are slipping through the cracks. You're closer than you think — you just need a clear system.
What’s Working
You attract some interest
You do follow-up sometimes
You have a call link or method
What’s Working
You attract some interest
You do follow-up sometimes
You have a call link or method
What’s Holding You Back
No clear lead capture system
Follow-up isn’t consistent
No automated nurture
No-show risk is high
Post-call follow-up is weak or missing
You’re a Level 1: Client Flow Blocked
Your lead and client flow aren’t connected — meaning prospects don’t move from curiosity → conversation → client.
The good news?
This is the EASIEST level to fix with a plug-and-play system.
What’s Missing
No automated follow-up
No nurture path
No booking system
No reminders
No post-call automations