CRM Needs Survey
This survey is to help understand what processes you use in generating, nurturing and converting leads. Moreover it will help us get a view into how you interact with customers post their first purchase in order for facilitate future business and referrals.
Please list your steps or statuses of lead to sale. (example: Step 1: New, Step 2: initial contact, Step 3: Evaluation, etc.)
Your answer
After an initial lead comes in, how many times would you like to contact them and at what date/time intervals? (example: new lead comes in - email 1 right away. If no response, email 2 two days later, email 3 three days later, etc.)
Your answer
Please check the top 3 ways your business receives leads/new customers.
Other forms of leads:
Your answer
When an online lead comes in (website, Google, advertising, etc.) what steps do you take with the lead? (Check all that apply)
When an online lead comes in, do you currently have a schedule cadence of touchpoints (calls or emails) you put the lead through?
If yes, what does that process look like. If no, would it be something you'd like to have set up if it could be automated?
Your answer
After you have serviced a customer, what post service work do you partake in to drive further business? (Check all that apply)
What do you do with leads that do not make a purchase at that time?
Your answer
Do you follow up with leads that did not purchase at a set later date?
If yes, what is that correspondence, and when does it happen?
Your answer
Do you do a follow up with old customers to see if they need further work or have referrals?
If yes, what is that correspondence, and when does it happen?
Your answer
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