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Onboarding Email + CRM Questionnaire
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*
" indicates required fields
Step
1
of
4
– Getting to know you…
25%
Understanding Your Audience & Customers
Name
*
Let’s begin!
Getting to know you…
What’s your First Name?
What’s your Last Name?
Phone Number
*
Email Address
*
Company Name
*
Understanding Your Customer Journey
What are the specific activities prospects engage in when they first realize they have a problem or need that requires your solution?
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What are the specific activities prospects engage in when they first realize they have a problem or need that requires your solution?
When evaluating different options, what actions do prospects take to compare you and your unique selling points (USPs) with others? Where and how do they evaluate you?
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When evaluating different options, what actions do prospects take to compare you and your unique selling points (USPs) with others? Where and how do they evaluate you?
What steps do prospects go through from the moment they decide on a solution to the point of making the actual purchase?
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What steps do prospects go through from the moment they decide on a solution to the point of making the actual purchase?
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After making a purchase, what activities do prospects perform to get started with the product or service, and what challenges, if any, do they encounter during this process?
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After making a purchase, what activities do prospects perform to get started with the product or service, and what challenges, if any, do they encounter during this process?
Activities
Challenges
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What common questions do prospects have about the pricing and costs of your products or services?
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What common questions do prospects have about the pricing and costs of your products or services?
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Remove
What are the top three questions you ask your prospects when interacting with them for the first time?
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What are the top three questions you ask your prospects when interacting with them for the first time?
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Remove
What are the top three questions your prospects ask you when interacting with them for the first time?
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What are the top three questions your prospects ask you when interacting with them for the first time?
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Remove
What are the most significant challenges or pain points your customers face in their business or professional roles?
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What are the most significant challenges or pain points your customers face in their business or professional roles?
Add
Remove
Understanding Your Marketing & Sales
Currently, what kind of content helps your customers discover and understand your brand?
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Currently, what kind of content helps your customers discover and understand your brand?
What channels have you used before and which performed best? (Blog, Datasheets/cases, Podcasts, Webinars, Videos, Email Marketing, E-books, Social Media, etc)
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What channels have you used before and which performed best? (Blog, Datasheets/cases, Podcasts, Webinars, Videos, Email Marketing, E-books, Social Media, etc)
What else are you currently doing to generate leads?
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What else are you currently doing to generate leads?
Do you help in person events / product demonstrations in your facilities?
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Do you help in person events / product demonstrations in your facilities?
Yes
No
Do you have the internal capacity to record videos demonstrating how the product/service is used?
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Do you have the internal capacity to record videos demonstrating how the product/service is used?
Yes
No
How many leads are you generating currently?
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How many leads are you generating currently?
How does your lead quality currently look?
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How does your lead quality currently look?
Amazing!
Great
Good
Ok
Poor
What is your sales close rate? (%)
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What is your sales close rate? (%)
What is your average order value?
*
What is your average order value?
What are your company revenue targets?
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What are your company revenue targets?
Please enter as a percentage increase
How many leads do you need to hit your sales goals?
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How many leads do you need to hit your sales goals?
How much does it cost to acquire your leads/customers? ($)
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How much does it cost to acquire your leads/customers? ($)
What are you doing to reduce your cost per lead?
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What are you doing to reduce your cost per lead?
What is the average buying cycle length for your product / service from initial interest to purchase?
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What is the average buying cycle length for your product / service from initial interest to purchase?
Do you send transactional emails? (e.g. Order confirmation, receipt, etc)
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Do you send transactional emails? (e.g. Order confirmation, receipt, etc)
Yes
No
What assets such as images or videos do you have that we can use for promotional content?*
*
What assets such as images or videos do you have that we can use for promotional content?*
Understanding Your Goals & Expectations
Do you have specific company goals? (Please list them)
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Do you have specific company goals? (Please list them)
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What is your top priority this year and why?
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What is your top priority this year and why?
When do you need to achieve these results? (DD/MM/YYYY)
*
When do you need to achieve these results? (DD/MM/YYYY)
What are your top 3 initiatives this year/quarter?
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What are your top 3 initiatives this year/quarter?
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Remove
What did you do for sales and marketing last year?
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What did you do for sales and marketing last year?
How many people do you have in the Marketing / Sales department?
How many people do you have in the Marketing / Sales department?
What is the most critical date on your calendar? Why?
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What is the most critical date on your calendar? Why?
For your overall timeline to happen, what needs to happen in the next 3 months?
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For your overall timeline to happen, what needs to happen in the next 3 months?
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