CRM Onboarding Form

Please Fill This Out To The Best Of Your Availability

First Name *

Last Name *

Email *

Website *

Do You Have A CRM? *

How Many Leads Do You Have In Your Database? *

Do You Have Any Automations or Workflows? *

How Many New Leads Come In Per Month? *

How Long Does It Take To Follow Up With New Leads? *

Within 5 Minutes

Within 4 Hours

Within 6 Hours

Within 12 Hours

How Often Are You Following Up With Your Leads? *

Daily

Weekly

Monthly

Not Enough...

*Check All That Apply

What Is Your Average Revenue Value Per Closed Deal? *

What % Of Leads Book To An Estimate Or Call? *

What % Of Booked Appointments Show Up? *

What % Of Appointments Convert To An Offer/Estimate? *

What % Of Offers/Estimates Become Closed Sales? *

Biggest Roadblock In Your Current Sales Process? *

What Area Would You Like To Improve The Most? *

Most Common Objections Your Team Is Facing? *

Do You Have A Script & Follow-Up Process To Follow? *

*If yes, please describe briefly