Do You Currently Have a CRM?
Yes
No
If Yes
Do you currently use any of the following platforms to message clients?
Facebook
Instagram
Whatsapp
SMS
Do you currently perform email campaigns?
Yes
No
If Yes - Name of Software
Do you currently use any tools for managing appointments/ phone bookings?
Yes
No
If Yes (Name of Booking System)
Do you currently store and manage client documents and information?
Yes
No
If Yes - Name of software
Do you use tools for scheduling and managing tasks and projects within your team?
Yes
No
If Yes - Name of Software
Do you use any software for tracking and analysing customer interactions and feedback?
Yes
No
If Yes - Name of Reputation Software
Do you track the performance of your Google ads?
Yes
No
Is your team fast at contacting leads?
Yes
No
Full Name
Company
Email
*
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