Page 1 of 1
Let’s look at where your systems break.
Name
*
Phone
*
Email
*
Business Name
*
Role
*
What type of business is this?
*
How do inquiries usually come in?
*
How do inquiries usually come in?
Website form
Email
Phone Calls
Instagram/DMS
Referrals
Where do things tend to break when you are busy?
*
Where do things tend to break when you are busy?
Slow follow-up
Missed inquiries
Disorganized inbox
No clear priority
"We handle it manually"
Not sure
How often do you think inquiries slip through?
*
What happens when one gets missed?
*
What happens when one gets missed?
Lost revenue
Delayed response
Poor client experience
Not sure
What prompted you to reach out?
*
If this helped prevent missed opportunities, would you be open to investing in it?
*
Anything else I should know before reviewing this?
Submit
