Skip to content
Home
About Us
Services
Strategy
Web
Email Marketing
Content Marketing
Digital Ads
Leads
Blog
Contact Us
FREE Geofence Playbook
Home
About Us
Services
Strategy
Web
Email Marketing
Content Marketing
Digital Ads
Leads
Blog
Contact Us
FREE Geofence Playbook
CRM Intake Form
Contact Information
First Name
Last Name
Company Name
Email Address
Phone
Website
Business Information
Industry/Niche
When did your business start to operate?
Briefly describe your products/services:
What is your current annual revenue?
Less than $100,000 annually
$100,000 to $500,000 annually
$500,000 to $5 million annually
$5 million to $50+ million annually
Customer Information
How many TOTAL customers have you done business with over the years?
Fewer than 10 customers/clients
10 to 50 customers/clients
50 to 500 customers/clients
500 to 5,000 customers/clients
5,000+ customers/clients
How many ACTIVE customers do you currently have?
Fewer than 10 customers/clients
10 to 50 customers/clients
50 to 500 customers/clients
500 to 5,000 customers/clients
5,000+ customers/clients
How do you currently manage your customer data? (e.g., CRM software, Excel spreadsheet, QuickBooks, etc.)
CRM Software (e.g., Salesforce, HubSpot, Zoho CRM)
Excel Spreadsheet
QuickBooks
Other specialized software (please specify in notes below)
Not currently managing customer data
How soon are you looking to implement solutions to uncover hidden revenue in your existing customer list?
Immediately
Within the next 3 months
Within the next 6 months
Within the next year
What methods do you currently use to communicate with your customers? (e.g., email marketing, social media, etc.)
Email Marketing
Social Media (e.g., Facebook, Twitter, LinkedIn)
Phone Calls
In-Person Meetings
Direct Mail
Text Messaging/SMS
Other (please specify in notes below)
Not currently communicating with customers
What is your main objective over the next 1-3 years?
Increase revenue
Improve profitability
Streamline operations
Sell business/retire
Have you previously attempted any strategies to uncover hidden revenue in your existing customer list? If so, please describe.
Send Message
Page load link