CRM Assessment

First Name *

Last Name *

Email *

Phone *

Organization

Website

Job title

Decision-Making Role

Do you have a Customer Relationship Management (CRM) tool?

YES

Do you have a strategy for lead generation??

Yes

How would you describe your current challenges?

I'm focused on delivering a personal, high-touch experience, but I struggle to keep up with follow-ups and staying organized.

I rely heavily on word-of-mouth, but I know I need to build a more professional online presence and automate parts of my marketing to grow.

I'm already using multiple tools for marketing, but it’s time-consuming and nothing works together. I want an all-in-one solution that saves me time and makes sense of the data.

I stand out because I'm an early adopter of tech — I'm always looking for smarter ways to scale with less effort and more automation.

How are you tracking daily, weekly, monthly processes?

Manually with pen and paper

Spreadsheets (Excel, Google Sheets)

Basic tools (e.g., Trello, Google Calendar)

CRM or project management software

Not tracking consistently right now

How many employees are on your team?

Sole Proprietor

2-10

11-25

25+

What is your business model?

B2B (Business to Business)

B2C (Business to Consumer)

DTC (Direct to Consumer, mostly online)

Service-based (coaching, consulting, freelancing)

Product-based (physical or digital products)

Hybrid (a mix of services, products, or both B2B and B2C)

Name three metrics you would like to track?

Option 1
Option 2
Option 3

Captcha

Critical Business Group | www.CriticalBusiness.co | Tallahassee, Florida