Thank you for your participation in this case study..

Please fill in the form below

Name *

Email *

Business Name

Number of employees

Rate your level of satisfaction with following business processes *

	Very Unsatisfied	Unsatisfied	Neutral	Satisfied	Very Satisfied
Sales & Marketing	Sales & Marketing Very Unsatisfied	Sales & Marketing Unsatisfied	Sales & Marketing Neutral	Sales & Marketing Satisfied	Sales & Marketing Very Satisfied
Proposals & Contracts	Proposals & Contracts Very Unsatisfied	Proposals & Contracts Unsatisfied	Proposals & Contracts Neutral	Proposals & Contracts Satisfied	Proposals & Contracts Very Satisfied
Customer Portal & Onboarding	Customer Portal & Onboarding Very Unsatisfied	Customer Portal & Onboarding Unsatisfied	Customer Portal & Onboarding Neutral	Customer Portal & Onboarding Satisfied	Customer Portal & Onboarding Very Satisfied
Daily Operations	Daily Operations Very Unsatisfied	Daily Operations Unsatisfied	Daily Operations Neutral	Daily Operations Satisfied	Daily Operations Very Satisfied
Service Delivery	Service Delivery Very Unsatisfied	Service Delivery Unsatisfied	Service Delivery Neutral	Service Delivery Satisfied	Service Delivery Very Satisfied
Invoicing	Invoicing Very Unsatisfied	Invoicing Unsatisfied	Invoicing Neutral	Invoicing Satisfied	Invoicing Very Satisfied
Payment Processing	Payment Processing Very Unsatisfied	Payment Processing Unsatisfied	Payment Processing Neutral	Payment Processing Satisfied	Payment Processing Very Satisfied
Customer Support	Customer Support Very Unsatisfied	Customer Support Unsatisfied	Customer Support Neutral	Customer Support Satisfied	Customer Support Very Satisfied

Please choose an answer on how well do you think your current workflow is for each of the above processes

What do you use currently for the following and are you looking for a better solution? *

	Doing manually, and satisfied	Manually, but exploring software	Using Software, and satisfied	Using Software, but exploring better options
Invoicing	Invoicing Doing manually, and satisfied	Invoicing Manually, but exploring software	Invoicing Using Software, and satisfied	Invoicing Using Software, but exploring better options
Sales / CRM	Sales / CRM Doing manually, and satisfied	Sales / CRM Manually, but exploring software	Sales / CRM Using Software, and satisfied	Sales / CRM Using Software, but exploring better options
Project Management	Project Management Doing manually, and satisfied	Project Management Manually, but exploring software	Project Management Using Software, and satisfied	Project Management Using Software, but exploring better options
Client Portal & Onboarding	Client Portal & Onboarding Doing manually, and satisfied	Client Portal & Onboarding Manually, but exploring software	Client Portal & Onboarding Using Software, and satisfied	Client Portal & Onboarding Using Software, but exploring better options
HR & Payroll	HR & Payroll Doing manually, and satisfied	HR & Payroll Manually, but exploring software	HR & Payroll Using Software, and satisfied	HR & Payroll Using Software, but exploring better options
Customer Support	Customer Support Doing manually, and satisfied	Customer Support Manually, but exploring software	Customer Support Using Software, and satisfied	Customer Support Using Software, but exploring better options
Appointment Booking	Appointment Booking Doing manually, and satisfied	Appointment Booking Manually, but exploring software	Appointment Booking Using Software, and satisfied	Appointment Booking Using Software, but exploring better options

Which sales and marketing channels do you use for new client acquisition? *

	Doing manually, and satisfied
Word of mouth	Word of mouth Doing manually, and satisfied
Cold calling or emailing	Cold calling or emailing Doing manually, and satisfied
Email Newsletter	Email Newsletter Doing manually, and satisfied
Facebook Ads	Facebook Ads Doing manually, and satisfied
Google Ads	Google Ads Doing manually, and satisfied
Organic Social Media (without ads)	Organic Social Media (without ads) Doing manually, and satisfied
Other	Other Doing manually, and satisfied

You can choose multiple channels

Lastly, could you please name the essential tools or softwares you use to run your business?