Technology Strategy Planner

How did your people, systems, and processes hold up when you went remote?

  • There were a lot of problems.
  • Strained, but we made it work.
  • Nothing ever really changed.
  • We were so much more efficient!

Are you and your team still remote?

  • Yes
  • No
  • Mixed

If you could pick one objective that you would like to make significant improvements on this year, which one would you choose?

  • Save more time
  • Make fewer mistakes
  • Stronger customer relationships
  • Stronger digital/data security

What platforms, if any, does your business use? (Check all that apply.)

  • CRM (e.g. Hubspot, Keap, Salesforce, etc.)
  • Project Management (e.g. Basecamp, Asana, Todoist, etc.)
  • Email Marketing (e.g. Mailchimp, Constant Contact, Emma)
  • Marketing Automation

Which platforms do leads and/or customer contacts come in on? (Check all that apply.)

  • Phone calls (inbound)
  • Phone calls (outbound)
  • Text (SMS) messages
  • Web site contact form
  • Social Media (lead forms, chat, etc.)
  • Role-based email accounts (i.e. sales@yourdomain.com)
  • In-person networking
  • Referral partners
  • Other

How much time is lost every day doing the same things over and over and over again?

Have you tried any kind of automation? If so, what platform(s) have you tried? (Check all that apply.)

  • No automation
  • Zapier
  • IFTTT
  • Tray.io
  • Capterra
  • Other

How many hours do you currently spend fulfilling a single customer request?

  • Under 1 hour
  • 1-2 hours
  • 2-4 hours
  • 4+ hours

Could that time be better spent elsewhere?

  • Yes
  • No

Currently, how do your leads and customers contact you? (Check all that apply.)

How quickly does your team respond to those leads (initially)?

  • Within the first five minutes
  • Within an hour
  • Whenever we have time…

How do you currently track your sales pipeline/touch points?

  • Salesforce
  • Zoho CRM
  • Hubspot
  • Keap
  • Other

Can you and your team see where everyone is in whatever process they’re in?

  • Yes
  • No idea

Are any of the steps in your process(s) automated?

  • Yes
  • No Idea

What do you currently use to handle email, calendar, and other essential business applications?

  • Google Workspaces
  • Microsoft 365
  • Other

Do you frequently enter the same information multiple times?

  • Yes
  • No

Do you send surveys to track quality and/or customer satisfaction?

  • Yes
  • No

Do you currently have data protection and/or password policies?

  • Yes
  • No

Have you previously been the victim of ransomware or other security breach?

  • Yes
  • No

What's prompting you to find a solution right now?

What has prevented you from solving this problem until now?

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