CRM & Automation Discovery Form

Take a moment to answer a few questions so we access how to best help you grow your brand leveraging technology to make more money online while saving you time each week.

Click NEXT to begin

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About You & Your Business

Full Name *

Phone *

Email *

Name of Business *

Tagline/Slogan *

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time.

Website & Social Media *

Website
Facebook
Instagram
TikTok
LinkedIn
Pinterest

If you don't use that platform just add N/A in the box.

Other Platforms Not Listed:

What Type Of Business Do You Run? *

Service-based (cleaning, coaching, etc.)

Product-based (e-commerce, DIY items)

Nonprofit Organization

Other Business Type Not Listed:

How Long Have You Been In Business? *

How are you currently managing your customer data? *

What Would You Like Your CRM To Help You Do? *

Are You More Interested in: *

Project Expectations

What is your desired timeline for completion? *

What is your budget range for this project? *

Is there anything else you want us to know before we begin?

Would a complementary consultation call be helpful to you to properly access your needs? *