Complete Your MyLeadHub Business
Audit and Book a Discovery Call

ESTIMATED TIME - 3 MINUTUES

See how your pool and spa business is currently managing leads, communication, marketing, and reviews—and discover where automation can make the biggest impact. Once you complete the audit, you’ll have the option to book a discovery call to review your results and explore how MyLeadHub can help your business grow smarter.

Lead & Client Management

How important is it for you to track your leads from first contact to sale? *

Critical

Somewhat important

Not a focus right now

I’m not sure

Lead & Client Management

Which of the following would make your life easier? (Select all that apply) *

Communication Tools

Would an all-in-one inbox for these messages help your team stay organized? *

Yes, definitely

Maybe

Not necessary

I’m not sure

Marketing & Engagement

How do you currently handle text and email marketing? *

We send mass texts or newsletters

We follow up manually

We don’t do this yet

I’m not sure

Marketing & Engagement

Which features would be most helpful for you? (Select all that apply) *

Automated follow-up messages for missed calls

Pre-written templates for texts/emails

SMS and Email Anniversary Reminders for services / Campaign scheduling

Lead Nurture SMS and Email Campaigns

I’m not sure

Scheduling & Payments

How do customers currently book appointments or consultations? (Select all that apply) *

Phone call/text

Online booking form

Other (Please explain)

I’m not sure

Other: How do customers currently book appointments or consultations *

Scheduling & Payments

Would automatic appointment reminders or text confirmations reduce no-shows for you? *

Yes, that’s a problem we have

Maybe

Not really

I’m not sure

Scheduling & Payments

Other: How do you prefer to collect payments *

Scheduling & Payments

How do you currently create and send quotes or proposals? *

We create them manually (Word, PDF, email or other)

We use another system or software (Please specify)

We don’t currently send formal quotes/proposals

I’m not sure

We use another system or software (Please specify) *

Reputation & Reporting

How do you currently collect customer reviews? *

Manually ask customers

Automated request system

We don’t collect them consistently

I’m not sure

Reputation & Reporting

Would AI-assisted review management and automation be valuable to your business *

Yes

Maybe

I’m not sure

Reputation & Reporting

Which types of reports would you want to see most often? (Select all that apply) *

Support & Next Steps

Would you like an AI Assistant that can answer calls, reply to messages, and book appointments for you 24/7? *

Yes, absolutely

Maybe

Not at this time

I’m not sure

Support & Next Steps

How much ongoing support do you expect from your software provider? *

Hands-on, regular check-ins

Occasional help when needed

Self-serve tutorials only

I’m not sure

Support & Next Steps

What’s your biggest challenge right now in managing leads or clients? *

What would success with MyLeadHub look like for you? *

Do you have any other questions, comments or concerns? *

Once you submit the form, you’ll be able to book your discovery call on

the next page!

Complete Your MyLeadHub Business
Audit and Book a Discovery Call

Company Information

Company Information

Company Information

Company Information

Lead & Client Management

Lead & Client Management

Communication Tools

Communication Tools

Marketing & Engagement

Marketing & Engagement

Scheduling & Payments

Scheduling & Payments

Scheduling & Payments

Scheduling & Payments

Reputation & Reporting

Reputation & Reporting

Reputation & Reporting

Support & Next Steps

Support & Next Steps

Support & Next Steps

Complete Your MyLeadHub BusinessAudit and Book a Discovery Call

Company Information

Company Information

Company Information

Company Information

Lead & Client Management

Lead & Client Management

Communication Tools

Communication Tools

Marketing & Engagement

Marketing & Engagement

Scheduling & Payments

Scheduling & Payments

Scheduling & Payments

Scheduling & Payments

Reputation & Reporting

Reputation & Reporting

Reputation & Reporting

Support & Next Steps

Support & Next Steps

Support & Next Steps

Complete Your MyLeadHub Business
Audit and Book a Discovery Call