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Client Intake Survey
Client Intake Survey
Company name & industry
*
Number of employees
*
Main products/services
What CRM or database do you use?
What accounting/invoicing tools do you use?
What marketing/email platforms do you use?
What are your 3 biggest operational bottlenecks?
Where do you lose the most time in your workflows?
What data do you wish you could access faster?
Are you looking to increase sales, reduce costs, save time, or improve customer experience?
Yes
No
Are you open to automation in customer service, marketing, and/or operations?
Yes
No
Are you open to temporary platform access for the audit?
Yes
No
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