Welcome Questionnaire

Your call is scheduled! The questions below are optional, but any you can answer will make our call more productive. In any case, we look forward to learning more about your business needs and creating comprehensive, straightforward, and manageable solutions for you.

Name

How would you like this project to further your business's goals and objectives?

What potential roadblocks or challenges do you anticipate as we progress through implementation?

On a day-to-day basis, which key metrics are used to measure productivity?

What other key information is needed to run your business and make informed decisions?

Who is your customer? Is your business model B2B, B2C, or both?

Who is responsible for the customer relationship? Does this change through the lifecycle of the customer?

Are there any black-out dates or timeline drivers we should be aware of?