Business Name
Phone
*
Email
*
Best Schedule/s for Weekly Meeting
Choose one or more options
Can you grant admin access to CallRail before June 30th?
*
Yes
I need help — please contact me
IT (Partnered) controls this — loop them in
No
Can you grant admin access to Salesforce before June 30th? (copy)
*
Yes
I need help — please contact me
IT (Partnered) controls this — loop them in
No
Are there any security policies or data access restrictions we should know about before we start?
*
Walk us through what happens step by step when a new lead calls or fills out a web form today
*
On average, how long does it take a rep to respond to a new inbound lead?
*
Select an option
Are there any other systems you'd like us to review? (select all that apply)
*
AWS (quote automation)
QuickBooks / QBO
Pardot
DocuSign
What is the current status of the quote automation being built on AWS?
*
Select an option
Who needs to approve changes to your sales workflow or any new tools before they go live?
*
Submit