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After you fill out the form, a member of our team will look at the results and audit your current market presence. We'll then schedule a call with you to discuss the results!

There is NO OBLIGATIONS - this is a FREE AUDIT to see if you are positioning yourself appropriately in the marketplace!

First Name *

Last Name *

Email *

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Do you currently use a CRM (Customer Relationship Manager)?

Yes

Unsure

If so, which one?

How do you manage your leads?

Do you use SMS/text message marketing campaigns?

Yes

Do you use a calendar booking system for appointments?

Yes

Do you use a system to create and manage online forms?

Yes

Do you offer online courses or memberships?

Yes

If yes, what platform do you use?

Do you drip content to your members?

Yes

Do you have a community forum or group for your members?

Yes

If yes, what platform do you use?

Do you use a system to create and manage digital products?

Yes

Do you ever collect payments directly from your customers? (Products or services)

Yes

Do you send invoices or quotes to clients?

Yes