CONTACT MANAGEMENT

Do you have a CRM? *

Yes

No

Do you have one place you reference for contact information? *

Yes

No

Do you segment your mailing list? *

Yes

No

Not sure what that means

NEW CLIENT ONBOARDING

Rate how important is new client onboarding to your business. (1 star being unimportant and 5 stars being very important) *

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Have you automated your new client onboarding? *

Yes

No

Your Recommendations

Provide your email to receive your recommendations to streamline.

First Name *

Email *

BONUS Opportunity!

When you schedule a strategy session, you receive a personalized deep dive into your scorecard results and recommendations.

Would you like to schedule a strategy session for personalized recommendations? *

Already have one scheduled.

Yes I would.

Not at this time.

TAKE THE SCORECARD QUIZ

Is your business caught in the mayhem of mismanaged systems?