Client Insight Questionnaire Client Insight Questionnaire Name First Name Last Name Skype ID If you use Skype. (If you use Zoom, you will received an invitation) TECHNOLOGY & SYSTEMS - Which ones are you using now? CRM Project Management system (Teamwork, Wrike, Asana, etc.) Email Marketing/Autoresponder Landing Page/Sales Page program Online Meetings (Zoom, Skype, GoogleMeet, GTW. etc. All in One Marketing Automation System (KEAP, Kajabi, Katra, Ontraport, etc.) Integration - (Zapier, IFTTT, etc.) Calendar or online appointment scheduling Shopping Cart Cloud Storage ( Evernote, etc.) Webinar Service Payment gateway Customer service (Zendesk, etc) Time Tracking software Google Suite MS Office Slack Other ADD NAMES OF THE ABOVE TECH SYSTEMS - (If you checked any of the above) Example: CRM=Salesforce. Landing page=LeadPages, etc. PEOPLE AND TEAM MEMBERS - Do you have any subcontractors, employees, VAs, seasonal workers? YES NO List each person's tasks and responsibilities. (all subcontractors, VAs, employees) Please include their FIRST NAME ONLY and be as specific as possible with their tasks. If No, you can skip this. SOCIAL MEDIA - Which ones do you use? Facebook Instagram Twitter LinkedIN Pinterest Snapchat TikTok Other SELECT 3 ONLY - What is the MOST IMPORTANT from the list below you want work on? SOP Systemizing your systems & processes Product Launch Onboarding Clients - agreements/what to do next Onboarding VAs - Training your VA Team Management Strategy Plan Project Management Documents organization Webinar Launch for product or service promotion Other What do you expect to get out of this session? Submit Should be Empty: Now create your own JotForm - It's free! Create your own JotForm
