Onboarding Email CRM Questionnaire

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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?*

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?*

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?*

What steps do prospects go through from the moment they decide on a solution to the point of making the actual purchase?

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?*

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

What common questions do prospects have about the pricing and costs of your products or services?*

What common questions do prospects have about the pricing and costs of your products or services?

What are the top three questions you ask your prospects when interacting with them for the first time?*

What are the top three questions you ask your prospects when interacting with them for the first time?

What are the top three questions your prospects ask you when interacting with them for the first time?*

What are the top three questions your prospects ask you when interacting with them for the first time?

What are the most significant challenges or pain points your customers face in their business or professional roles?*

What are the most significant challenges or pain points your customers face in their business or professional roles?

Understanding Your Goals & Expectations

Do you have specific company goals? (Please list them)*

Do you have specific company goals? (Please list them)

What is your top priority this year and why?*

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?*

What are your top 3 initiatives this year/quarter?

What did you do for sales and marketing last year?*

What did you do for sales and marketing last year?

How many people do you have in the Marketing / Sales department?

What is the most critical date on your calendar? Why?*

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?*

For your overall timeline to happen, what needs to happen in the next 3 months?

Tell us about your business