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🚀 Project Lift: Client Discovery Form
We’re so excited to be working with you! 🎉
To help us get started and craft the best possible solution for your business, we’d love for you to take just 5–10 minutes to answer a few quick questions. Your responses will help us understand how your business runs and where we can bring the most value.
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* Indicates required question
Company Name
*
Your answer
Email
*
Your answer
Phone number
*
Your answer
Company Size
*
1-5
6-10
11-25
25-50
51+
Other:
Briefly describe your business and what you guys do
*
Your answer
Where are you located?Â
*
Your answer
What defines a good, successful day for your business?
Your answer
On an average day, what are your most time-consuming tasks?
Your answer
If you had 5 extra hours a week, what part of your business would you focus on?
Your answer
Has there been some opportunity that you have not gotten around to pursue? If so, can you share a little bit about the opportunity?
Your answer
How do you currently keep track of sales, customers, or performance?
Your answer
What’s one thing you wish your business could do more easily/timely?
Your answer
Do you currently use any software tools? If so, which ones?
Your answer
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