Business System Assessment Form

Business Name: *

First Name *

Last Name *

Email Address: *

Phone Number:

Industry:

Website URL:

Number of Employees:

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply.

CURRENT SALES SYSTEM

Describe your current lead generation process:

What types of lead magnets do you currently use? (e.g., eBooks, Webinars, Free trials)

How do you currently capture leads? (e.g., Website forms, Social media, Events)

Do you segment your leads? If yes, how?

Describe your lead nurturing process:

CURRENT SERVICE SYSTEM

How do you currently communicate with leads and customers?

SMS

Phone

Chat

Do you use a call tracking system? If yes, describe its features:

Do you have a centralized communication system?

Yes

Other

How do you manage customer interactions and support?

WEBSITE INFORMATION

What platform is your current website built on?

Do you want changes to be made to your current website?

Yes

Other

Do you use a page builder for your website? If yes, which one?

List any third-party software that needs to be integrated with your website to improve efficiency:

1
2
3
4
5

CUSTOMER SERVICES

Do you need customer forums and help areas (help articles, videos, PowerPoint slides)?

Yes

Other

Do you require customer satisfaction tracking / Google reputation managment?

Yes

Other

Which communication channels do you need (Email ticket, Chat, Phone, slack)?

SETUP AND MANAGEMENT PREFERENCES

Do You Want Just One-Time Setup Or Ongoing Monthly Management As Well?

What Is Your Preferred Frequency For Reviews And Updates On The System?(E.G., Weekly, Monthly, Quarterly)

What Is Your Budget For Implementing Go High Level?

What Is Your Desired Timeline For Implementation?

Are There Any Specific Deadlines Or Milestones?

Is There Any Other Information Or Requirements You Would Like To Share?

Do you have any specific questions or concerns about Go High Level?