Automating Success Automation Assessment

1
Name* This field is required.
First Name
Last Name
2
Your Email Address* This field is required.
example@example.com
3
Your Phone Number* This field is required.
Area Code (no leading 0)
Phone Number
4
Business Name* This field is required.
5
Business Website URL
6
Number of employees or team members?* This field is required.
0 - 1
2 - 3
4 - 10
11 - 20
20+
7
Do your employees or team members work for you...
Full-time
Part-time
I have both
8
How many years have you been in business?* This field is required.
Less than one year
1 - 2 years
3 - 5 years
5+ years
9
What do you help your customers achieve?* This field is required.These are positive or good things that result from buying from you - how do you help them to grow, improve, maximize, enhance, etc?
10
What do you help your customers avoid?* This field is required.What pain or negative things you are helping your customers solve. Such as “stop wasting time” or “avoid spending unnecessary money.”
11
Why do customers choose you instead of an alternative?* This field is required.This is your place to shine! What makes your company unique?
12
What is the breakdown of your monthly MARKETING BUDGET?This should include what you’re currently spending on all marketing efforts including software, any staff members or service providers, any copy and graphic expenses, etc.
Monthly Budget (in USD)
Software programs, apps, plugins
Row 0, Column 0
Marketing staff, VAs, consulting, etc.
Row 1, Column 0
Copywriting and/or Design Services
Row 2, Column 0
Paid advertising (FB, PPC, etc)
Row 3, Column 0
Marketing courses/programs
Row 4, Column 0
Other (pls. detail in next question)
Row 5, Column 0
Software programs, apps, plugins
Marketing staff, VAs, consulting, etc.
Copywriting and/or Design Services
Paid advertising (FB, PPC, etc)
Marketing courses/programs
Other (pls. detail in next question)
Monthly Budget (in USD)
Row 0, Column 0
Monthly Budget (in USD)
Row 1, Column 0
Monthly Budget (in USD)
Row 2, Column 0
Monthly Budget (in USD)
Row 3, Column 0
Monthly Budget (in USD)
Row 4, Column 0
Monthly Budget (in USD)
Row 5, Column 0
1 of 6
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If applicable, describe "Other" Marketing Expenses
14
What is your Gross Annual Revenue (GAR) from the business?If this is your first year in business, take a guess at what you think your revenue will be for the first year.
$50,000 or less
$51,000 - $120,000
$121,000 - $250,000
$251,000 - $500,000
$501,000+
15
Do you currently use email marketing software? If so, which one and for how long?* This field is required.
16
Do you currently use a CRM (database)? If so, which one and for how long?* This field is required.
17
Do you currently accept online payments? If so, which provider?* This field is required.
18
Do you currently use an online appointment scheduler? If so, which one?* This field is required.
19
How many years using Infusionsoft?* This field is required.How many years have you been using your Infusionsoft app for CRM, marketing and/or sales?
Less than a year
1 - 2 years
3 - 5 years
5+ years
Not a user yet
Other
20
How long have you using Keap/Infusionsoft?* This field is required.How many years have you been using your Infusionsoft app for CRM, marketing and/or sales?
Less than a year
1 - 2 years
3 - 5 years
5+ years
Not a user yet
Other
21
List Size* This field is required.How many customers and prospective customers do you have?
0 - 500
501 - 1000
1001 - 5000
5000 - 10,000
10,001 - 25,000
25,000+
22
Do you use Infusionsoft's E-Commerce tools?* This field is required.Let us know if you're currently using Infusionsoft's e-commerce tools like shopping cart, order forms, or subscriptions.
YESNO
23
Do you use any integrations?* This field is required.Integrations are other applications, like calendar booking and sms text messaging software and 3rd party connectors, that integrate with your Infusionsoft application.
YESNO
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Tell me about your current needs.* This field is required.What are you up to? What do you need help with?
Huge
Large
Normal
Small
Ok
Ok
25
What are your top business goals for the next 6 and 12 months?* This field is required.
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Is there anything else you would like us to know?Congratulations! This is the last question - you did it! After you hit the Submit button we will receive your answers and will be prepared to discuss them at your complimentary consultation. Looking forward to talking to you!
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