Work smarter plan for your business
There are many ways to get work off your plate leveraging digital tools. This survey will assess which program is best for you and your business right now. After taking this questionnaire, you will receive an email with our recommended plan to work smarter and get work off your plate.
By completing this questionnaire, you are agreeing to receive emails from MSD Advisors that are focused on getting work off your plate.
First things first, what is your First Name?
We'd like to email your results. What is your email?
How are you adding new contacts and subscribers to your mailing list?
Automated. I use a form that captures and stores the information to my list.
Manual. I may capture their information in a form, but I type new subscribers to my mailing list.
Are you using an eSignature tool when sending contracts?
How are you scheduling meetings?
Automated. I use an online appointment scheduling tool connected to my calendar.
Manual. I email to select and finalize a date and time.
Where do you record your meetings and appointments?
Always send a calendar invite to the person I am meeting with.
I record the appointment in my day planner and expect them to do the same.
Are you currently using a tool like Zapier? Zapier is an integrator between tech tools.
No. I am not currently using Zapier or any other tool like that.
Yes, I use Zapier for at least one Zap.
Are you currently using a Cusomter Relationship Management (CRM) solution?
Yes. I am using a CRM tool.
No. I track my contacts, but it is in a spreadsheet.
How would you describe your ability to learn new tech tools and comfort with technology?
I am comfortable with technology and quickly learn how to use it.
Technology is not my thing. I am slow to use technology and require patience when learning new tools.
How would you describe your business processes?
Everything I do is unique and not systemized.
Some processes are defined.
Well-defined and largely repeatable.
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