New Customer Questionnaire LeadMaster360

Welcome to Leadmaster360. Help us set up your LeadMaster360 account and recommend the right plan for you by answering the questions below. This takes approximately 10 to 15 minutes.

Company details and contact information

Company name *

Name *

Last name *

Job role *

Email *

Phone number *

Website

Equipment size and access needs

How many people on your team need access to the platform in the next 3–6 months?

Do they need different permission levels depending on the role (read only, sales only, administrator, etc.)? Briefly describe:

Current Sales and Marketing setup

How do you currently manage your leads and customers?

If you use another CRM or method to manage your customers and leads, what is it?

You currently have:

Choosing your plan

Which main plan are you most interested in right now?

Regarding your website needs:

About your pipeline and CRM

Have you already defined the stages of your sales process? If so, write them down (e.g.: New lead, Contacted, Quoted, Closed, etc.).

What is the most important stage where you need the most visibility?

Interest in add-ons (optional upgrades)

Marketing automation (workflows)

Which processes would you like to automate first?

If you selected "Other" please describe below:

AI assistants and conversational bots

On which channels would you like the assistant or bot to respond?

Website chat

Facebook/Instagram messages

What should the bot be able to do?

Answer frequently asked questions

Capture lead data and schedule calls

Send initial quotes

Qualify leads and assign them to the right team

Custom objects (advanced data modeling)

Do you have industry-specific information that you need to register (e.g., policies, properties, treatments, vehicles, projects, etc.)? Describe:

Do you need to link records together (e.g., a client with many assets/contracts/locations)?

Landing pages and additional forms

Approximately how many active campaigns or funnels do you manage at the same time?

List the main use cases (e.g., lead magnets, webinar registrations, quote requests, appointment booking pages, etc.).

Additional users

How many total users do you think you will need in the next 12 months?

Do you have external partners or subcontractors who need limited access?

Content, access and integrations

Do you have existing assets that we need to connect? (check all that apply)

Are there any tools that we absolutely must integrate with (billing, project management, calendars, etc.)? Please list them.

In which languages do you want to communicate with your customers (email/SMS/WhatsApp/bot)?

Objectives, priorities and timelines

What are your top 3 goals with LeadMaster360 in the next 90 days?

Goal 1

Goal 2

Goal 3

What is your ideal time to get everything up and running?

How would you prefer us to handle your onboarding?

If you chose "Other" please describe below:

Brand elements

Please provide the following information and files for website and email template purposes

Do you have a brand manual, logo, and defined colors/fonts to share with us? Please describe

Logo

If you have color codes, add here:

Brand Colors

If you have any files, images, screenshots, examples of design or layout, provide here:

Files, screenshots or images:

Please share any websites that could serve as examples for design or layout

Decision-making and communication

Who will be responsible for making decisions in this project?

Who will manage the system internally once it is configured?

What is your preferred communication channel with our team?

What is your best email to receive relevant notifications of new leads? *

Is there anything else we should know to recommend the most suitable plan, add-ons, and type of implementation?

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