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Automation Lead Qualification Questionnaire

This questionnaire will help us understand if we are the right fit working together.

Full Name

*

Email Address

*

Phone Number (Optional)

Company Name

*

Service

*

Service

A

Automation

Current Revenue

*

Current Revenue

A

$<2K/month

B

$2-5K/month

C

$5-10K/month

D

$10-20K/month

E

$20-50K/month

F

>$50K/month

Do you already have a basic CRM or Project Management System in place? (Notion/Clickup/Monday.com etc.)

*

Do you already have a basic CRM or Project Management System in place? (Notion/Clickup/Monday.com etc.)

A

Yes: Notion

B

Yes: Clickup

C

Yes: Monday.com

D

Yes: Hubspot

E

Yes: Others

F

No

Minimum Budget (In US Dollars)

*

Minimum Budget (In US Dollars)

A

<$300

B

$300-700

C

$700-1000

D

$1-2K

E

$2-5K

F

$5-10k

G

>$10K

Tell me about your core problems where you need help the most

*