Full Name

Phone *

Email *

Website

What do you do, and what services or offers do you currently provide?

Who do you primarily serve?

How many people are currently involved in managing your leads, sales, or client process?

What would you like help with?

What is your biggest challenge right now?

What budget have you allocated for improving your business systems?

When would you like to begin improving your systems?

How are you currently managing your leads, clients, and business processes?

Where do most of your leads currently come from?

What happens when a new lead comes in?

If we could improve one or more parts of your business systems, what would you like the outcome to look like?

Anything else you'd like me to know?

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