First Name
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Last Name
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Work Email
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Phone
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Practise Name
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Job Title
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Size of your team
2–4 staff
5–10 staff
10-15 staff
15+
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Do you currently use a CRM?
Yes
No
If yes, which CRM?
What communication tools are you using (email, text, DMs)?
What are your biggest admin bottlenecks right now?
What are your top 3 goals for improving client experience or scaling your practice?
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