Assessment Survey

Do you currently have a series of emails and/or text messages, and voicemails that automatically go out to new leads?

Yes

Do you currently organize & manage leads in a pipeline?

Yes

No, but we use spreadsheets

Can your staff send text message to leads from a business number without using a personal phone?

Yes

Do you currently have a way of knowing your staff is calling new leads within five minutes?

Yes

Do you currently have the ability to review recordings of conversations between new leads and your staff?

Yes

Do you currently offer a way for new leads to book a call/appointment with you online?

Yes

Do you currently send email/text appointment reminders?

Yes

Do you currently send automated emails/text messages to no-shows encouraging them to re-schedule?

Yes

Do you currently have any automated replies set up for people who message your social media or Google My Business (GMB) page?

Yes

Your First Name *

Last Name *

Phone *

Email *

Company Name

Website

Membership Plan *

Any other info you think we should have?

I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.

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