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? *
Your answer
We'd like to email your results. What is your email? *
Your answer
How are you adding new contacts and subscribers to your mailing list? *
Are you using an eSignature tool when sending contracts? *
How are you scheduling meetings? *
Where do you record your meetings and appointments? *
Are you currently using a tool like Zapier? Zapier is an integrator between tech tools.
Are you currently using a Cusomter Relationship Management (CRM) solution? *
How would you describe your ability to learn new tech tools and comfort with technology? *
How would you describe your business processes?
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