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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?
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