👤 Contact & Company Information

Full Name *

Job Title *

Email Address *

Phone Number

Company Name *

Website URL

Business Location(s)

🏢 Company Overview

Year Founded

Number of Full-Time Employees

Number of Part-Time or Contract Employees

Estimated Annual Revenue

Number of Active Clients

Number of Services Offered (describe)

Business Model

CRM Platform

Marketing Automation

Sales Enablement Tools

Billing and Finance Tools

Customer Support Tools:

📈 Sales & Marketing

Primary Lead Sources

Do you have a documented sales process?

Yes

In Progress

Sales Team Structure

Biggest Sales Challenges

Top Marketing Priorities This Year

KPIS Your Tracking

💸 Revenue Operations

Who Is Responsible for RevOps?

Do you have a unified reporting system?

Yes

In Progress

Performance Tracking Tools/Dashboards

Biggest Revenue Operations Challanges

⚠️ Business Challenges & Goals

Top 3 Business Challenges

6-12 Month Goals

Have you worked with a CRO or RevOps consultant before?

Yes

If yes, what was your experience like?

📅 Timeline & Next Steps

Timeline for Improvements

How did you hear about CRO Help?

Anything else we should know?

By submitting this form, you agree to be contacted by CRO Help regarding your inquiry. Your information will not be shared, and you can opt out at any time by replying HELP for help or STOP to opt-out.