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BPO Client Discovery Questionnaire!

I'd love to get to know more about your company to better serve your needs. Please take a moment to fill out this questionnaire. This will only take 5 minutes of your time! The purpose of this discovery is to help us diagnose your company to 1. To help scale your Company; 2. Increase your Revenue, 3. Increase efficiency; 4. Increase client satisfaction. After completing this form, a proposal will be generated, emailed to you, then one of our team members will reach out to you.

What is your name?

What is the name of your Company

What is your email address?

What is your best Contact Number

Website

How did you hear about Us?

What is your company primary Industry?

How many Employees do you currently have?

Do you operate Locally, Nationally or Globally?

Your Target Audience

Do you currently have in-house staff handling tasks like customer service, administration or legal research, lead generation, sales, IT, appointment scheduling, or collections?

What type of campaign are you running?

What is your primary goal?

How many new leads do you need per month?

How many new Customer/Clients/Deals do you need per month?

For MCA brokers & other revenue-based businesses: What is the average monthly revenue of a typical funded company?

What's your average lead conversion rate from lead to close?

What is your average deal size?

What is your average commission percentage per deal?

What filters matter most for your leads? (check all that apply)

Explain in detail your targeted filters?

What is your monthly budget for lead generation? (range)

Do you have a Sales team/Agents ready to call these leads?

What’s your biggest challenge right now in managing these operations?

On average, how many customer interactions (calls, emails, chats) do you handle daily or weekly?

Do you experience peak seasons or fluctuations in demand?

How important is it for your business to scale up or down quickly with workforce/appointments/ leads sourcing?

Do you have Any additional questions, feedback, or requests?

Thank you for your time and patience. Soon, you will be contacted by someone from our team with a detailed proposal.