SARCi — SmartShift Ai Roadmap Coach

Section 1 — Identity

Let's start with the basics

Tell us about you and your business so we can personalize your roadmap.

Full name *

Please enter your name.

Business name *

Please enter your business name.

Industry *

Fitness / wellness / coaching

Professional services (law, accounting, consulting)

Home services (contractors, cleaning, landscaping)

Retail / e-commerce / physical products

Food & beverage / restaurant

Health & beauty (salon, spa, med spa)

Real estate

Creative & digital products

Other

Please select your industry.

Location *

Please enter your location.

Team size *

Just me

2–5 people

6–10 people

10+ people

Please select your team size.

Main product or service *

Please describe your service.

Section 2 — Business Health

How's the business doing?

These answers drive your Foundation and Lead Flow scores.

Runway confidence * Foundation

Low — not sure where next month's money comes from

Moderate — stable but not growing

High — confident and growing

Please select one.

New leads per month * Foundation Lead Flow

0–5

6–15

16–30

30+

Please select one.

Biggest business challenge right now *

Please describe your challenge.

Section 3 — Your Industry

Industry-specific questions

These questions tailor your scores to your industry.

Section 4 — Marketing & Visibility

How are people finding you?

These answers drive your Visibility and Foundation scores.

Posting frequency * Visibility

Daily or several times a week

Weekly

A few times a month

Rarely or never

Please select one.

Is your main offer immediately clear? * Foundation Visibility

Yes — crystal clear

Somewhat — it takes a moment

Not really

I'm not sure

Please select one.

Who is your best buyer? * Foundation VisibilityBe specific — more detail = higher score here.

Please describe your best buyer.

Section 5 — Lead Flow & Follow-Up

What happens after someone finds you?

These answers drive your Lead Flow and Follow-Up scores directly.

Where do you track your leads? * Lead Flow

CRM or database

Spreadsheet or notebook

Email inbox

Nowhere consistently

Please select one.

How fast do you respond to a new inquiry? * Lead Flow Follow-Up

Within minutes — I have a system

Same day

Within a few days

It varies — no real process

Please select one.

Do you have a lead magnet or lead capture? * Lead Flow

Yes — works well and brings in leads

Yes — exists but underperforming

No — but I want one

No — don't need one

Please select one.

What happens after someone says "not yet"? * Follow-Up

Automated email or text nurture sequence

I follow up manually when I remember

They go on a social-only list

Nothing — they fall off

Please select one.

Section 6 — AI Readiness & Ops

How automated is your business?

These answers drive your AI Readiness score directly.

Scheduling, invoicing, and tracking * AI Readiness

Mostly manual

Mix of manual and software

Mostly automated with software

Fully systemized

Please select one.

Biggest operations bottleneck * AI ReadinessMore specific = higher score here.

Please describe your bottleneck.

AI tools you'd try in 30 days * AI Readiness

✓

AI content drafting / social posts

✓

AI email nurture sequences

✓

AI meeting notes and summaries

✓

AI lead qualification / CRM help

✓

AI client FAQ or chatbot

✓

AI scheduling or reminders

✓

None of these yet

Please select at least one.

Section 7 — Capacity & Preferences

Let's make this realistic

Time and budget shape your playbook and AI Readiness score.

Weekly time available * AI Readiness

Under 2 hours

2–5 hours

6–10 hours

10+ hours

Please select one.

One thing you will NOT do *

Please fill this in.

One thing you enjoy doing *

Please fill this in.

Section 8 — Report Preferences & Delivery

Almost there

Last few questions before we generate your personalized SmartShift Ai roadmap.

How much detail do you want? *

Quick summary — just the key moves

Full detail — step by step with examples

Please select one.

Current advisor guidance (optional)Paste any existing recommendations so your playbook works alongside them.

Email address *Your full report will be sent here — check your inbox after submitting.

Please enter a valid email.

Building your SmartShift Ai roadmap

Analyzing your answers across all 5 pillars...

Scoring all 5 pillars

Identifying your priority gaps

Writing your personalized report

Building your 30-day playbook

Sending your report by email

A copy of this report has been sent to

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