CRM Intake Form Step 1 of 7 14% Company InformationBusiness Name Your Name Email Address Phone NumberWebsite URL Your Sales JourneyTell us generally about your sales process right now: the steps you take from the moment I lead comes in until you close them.Example: First, we get an email inquiry, then we schedule a call, next we send a proposal, and finally, we close the deal.Can you list all of the steps in your sales process?I.e. Lead > Working > Bid Appointment Scheduled > Quote Send > Install Scheduled > Install CompleteCan you describe in more detail how you do your bid/proposal process?What software do you use to make your proposals? How do you send your bids?EmailPhone callIn-personAll of the aboveWhat is the most popular service that you offer?Does the sales process change depending on the type of service you are completing? If so, please elaborate. Yes No Does the sales process change depending on the type of service you are completing? If so, please elaborate. Communication with CustomersHow do you usually talk to your potential customers? (Email, phone calls, text messages, etc.)Do you use Facebook Messenger to talk to clients? Yes No Do you use Google Business Chat to talk to clients? Yes No How often do you get in touch with someone who might buy from you? Or in other words, how often do you follow up with them over the course of a 2-3 week period?Do you have any standard messages or emails you send out to people? Yes No Do you have any standard messages or emails you send out to people?Do you use any automatic messages or reminders now? If yes, how does that work? Yes No Do you use any automatic messages or reminders now? If yes, how does that work?Who in your company handles the communication with leads right now?About how many hours per week are spent communicating with potential clients? Do you currently have it built in your process to ask for a Google Review when you’ve completed the job? If so, who sends this and how much time do you wait after the completion of the project? Yes No Do you currently have it built in your process to ask for a Google Review when you’ve completed the job? If so, who sends this and how much time do you wait after the completion of the project? Understanding Your Sales Time FrameHow long does it usually take for someone to decide to hire you or buy from you?Are there any special things about your industry that change how one might sell? Yes No Are there any special things about your industry that change how one might sell?I.e. “It’s common to offer promotional deals in our industry since all of my competitors do it…”What do you do if someone seems interested but then doesn’t respond for a while? Building Your Custom CRMWhat are the most important things you want this new system to do for you?Are there any specific ways you want to automate your selling process? Yes No Are there any specific ways you want to automate your selling process?Do you need this system to work with any other software you’re using? Yes No Do you need this system to work with any other software you’re using?Do you currently do any cross-selling of other services to past customers throughout the year? If so, please elaborate. Yes No Do you currently do any cross-selling of other services to past customers throughout the year? If so, please elaborate. Goals and Tracking Success How do you currently measure your sales success? I.e. We use a spreadsheet to calculate at the end of each month.(if you don’t measure your sales right now, that’s okay! Just let us know if you don’t measure currently)How do you think this system will make your selling process better? What are you hoping to achieve with this new system?How much do you charge an average customer for a project/service? And how much do you net after expenses (on average)? Additional DetailsIs there anything else you think we should know to help build the perfect system for you?NameThis field is for validation purposes and should be left unchanged. Δ
