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Business Name *
Business Contact First Name *
Business Contact Last Name *
Email
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Phone
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Business Website
Which best describes your industry?
IT Services/Managed Service Provider
Commercial Cleaning/Janitorial
Payments & Processing
Business Consultant/Coach
Commercial Construction/Contractor
Insurance (commercial or B2B focus)
Office Supplies/Print/Promo Company
Staffing/Recruiting
Training/Certification Provider
Other
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Please explain your industry
Which best describes your sales organization?
I am it
Less than 5 dedicated sales people
6-10 dedicated sales people
10-20 dedicated sales people
Over 20 dedicated sales people
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How many, if any, are 1099 sales people?
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Please help us understand your sales process better
Do you currently buy leads?
Yes
No
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Do you purchase ads on social media?
Yes
No
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Do you have a process to distribute leads by geography or other?
Yes, by geography
Yes, other
No process
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If other, explain
How many "quality leads" are you handling each week (avg)?
estimates are fine
Briefly explain what happens when a lead comes in
Do you utilize an operating CRM?
Yes
No
Not sure
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If yes, which one?
What follow up methods are you currently utilizing?
Phone
Email
SMS
Other
What other follow up methods?
Are you currently utilizing sales automation tools?
Yes
No
Not sure
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If yes, which tools?
What parts of your sales process would you like most to improve through automate?
What else should we know about your sales organization and sales process?
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