How did your people, systems, and processes hold up when you went remote?

There were a lot of problems.

Strained, but we made it work.

Nothing ever really changed.

We were so much more efficient!

Are you and your team still remote?

Yes

Mixed

If you could pick one objective that you would like to make significant improvements on this year, which one would you choose?

Save more time

Make fewer mistakes

Stronger customer relationships

Stronger digital/data security

What platforms, if any, does your business use?

Check all that apply.

CRM (e.g. Hubspot, Keap, Salesforce, etc.)

Project Management (e.g. Basecamp, Asana, Todoist, etc.)

Email Marketing (e.g. Mailchimp, Constant Contact, Emma)

Marketing Automation

Which platforms do leads and/or customer contacts come in on?

Check all that apply.

Phone calls (inbound)

Phone calls (outbound)

Text (SMS) messages

Web site contact form

Social Media (lead forms, chat, etc.)

Role-based email accounts (i.e. [email protected])

In-person networking

Referral partners

Other

How much time is lost every day doing the same things over and over and over again?

Have you tried any kind of automation? If so, what platform(s) have you tried?

Check all that apply.

No automation

Zapier

IFTTT

Tray.io

Capterra

Other

How many hours do you currently spend fulfilling a single customer request?

Under 1 hour

1-2 hours

2-4 hours

4+ hours

Could that time be better spent elsewhere?

Yes

Currently, how do your leads and customers contact you?

Check all that apply.

Phone calls (inbound)

Phone calls (outbound)

Text (SMS) messages

Web site contact form

Social Media (lead forms, chat, etc.)

Role-based email accounts (i.e. [email protected])

In-person networking

Referral partners

Other

How quickly does your team respond to those leads (initially)?

Within the first five minutes

Within an hour

Whenever we have time…

How do you currently track your sales pipeline/touch points?

Salesforce

Zoho CRM

Hubspot

Keap

Other

Can you and your team see where everyone is in whatever process they’re in?

Yes

No idea

Are any of the steps in your process(s) automated?

Yes

No Idea

What do you currently use to handle email, calendar, and other essential business applications?

Google Workspaces

Microsoft 365

Other

Do you frequently enter the same information multiple times?

Yes

Do you send surveys to track quality and/or customer satisfaction?

Yes

Do you currently have data protection and/or password policies?

Yes

Have you previously been the victim of ransomware or other security breach?

Yes

Technology Strategy Planner