Page 1 of 4

Learn How AI Automations Can Benefit Your Agency🦾

(takes ~3 min to complete)

Agency Name

Your Name

Email

Phone Number

Number of Full-Time Employees:

Monthly Revenue:

Monthly Revenue:
A
B
C
D

Number of Active Clients:

Number of Active Clients:
A
B
C
D

Average Project/Retainer Value

Average Project/Retainer Value
A
B
C
D

Primary Service Offerings (Select all that apply)

Primary Service Offerings (Select all that apply)

💸Sales & Lead Management

How do you generate leads? (Select all that apply)

How do you generate leads? (Select all that apply)

How do you track leads?

How do you track leads?
A
B
C
D

Lead Qualification Process:

Lead Qualification Process:
A
B
C
D

How do you schedule sales calls?

How do you schedule sales calls?
A
B
C
D

Proposal Creation:

Proposal Creation:
A
B
C
D

📜Project Management & Delivery

Client Onboarding Process:

Client Onboarding Process:
A
B
C
D

Resource Allocation:

Resource Allocation:
A
B
C
D

Task Management:

Task Management:
A
B
C
D

Time Tracking:

Time Tracking:
A
B
C
D

Project Timeline Management:

Project Timeline Management:
A
B
C
D

📝Content & Creative Production

How do you create content?

How do you create content?
A
B
C
D

Asset Management:

Asset Management:
A
B
C
D

Content Distribution:

Content Distribution:
A
B
C
D

Content Performance Tracking:

Content Performance Tracking:
A
B
C
D

👯Client Communication & Reporting

How do you handle regular client updates?

How do you handle regular client updates?
A
B
C
D

Reporting Process:

Reporting Process:
A
B
C
D

Client Feedback Collection:

Client Feedback Collection:
A
B
C
D