Please Fill Out The Following Information

To prevent delay in service(s), please fill out the following form as soon as possible.

Primary Contact

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Please fill out the following information ASAP to prevent delay.

First Name *

Last Name

Phone *

Email *

Company Information

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Business Name *

Address *

City *

State *

Postal code *

Select Your Sector *

Please list your website URL

Marketing Process

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Describe your current marketing process

How do you generate your leads currently? (select all that apply)

What marketing channels do you use?

Do you run any marketing automation campaigns?

Yes

No

I need to!

How would you rate your current marketing process?

Excellent

Good

Fair

It needs work!

Sales Process

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Describe your current sales process (cycle)

What stages do you have in your sales pipeline?

How do you current track and manage your leads?

What is your current process for following up with leads?

How would you rate your current sales process?

Excellent

Good

Fair

It needs work!

Lead Management

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Describe your lead management process

How many leads do you generate monthly?

1-10

11-20

20+

What info do you typically collect from each lead? (select all that apply)

Do you have existing leads that need to be imported into the system?

Yes

No

If yes, you may upload them here: (CSV Only)

Customer Experience

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Describe your customer service experience

How do you currently manage customer interactions & support?

Manually (phone, email)

Automated systems (chatbots, helpdesk software)

Combination of both

Struggling to manage effectively

How important is it to you to provide quick & efficient customer service?

Extremely important

Somewhat important

I'm not too concerned about it

CRM

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What is the main goal for implementing SideKick?

More efficient lead tracking and management

Improved sales forecasting

Better customer segmentation

Enhanced marketing automation

Do you authorize us to make necessary changes and adjustments to your CRM system to optimize its performance?

Yes

No