Strategic Database Tune-Up Exploration Call Request
How did you hear about us?*
Preferred method of contact?*
Approximately how many contacts are in your CRM?*
Have you used tags or labels before?*
Are you able to provide login or admin access for the service?*
Your Business at a Glance
Where else do you keep contact info if outside of your CRM?*
Do you currently use a task system to manage follow up?*
Can you commit to the four 30-minute check ins during the service duration?*
Do you feel ready to delegate and let someone else work inside your CRM?*
