New Client Survey

    Please fill in the below form and a representative will be in touch with you shortly!

    Name of Business*:

    Years in Business*:

    Contact Name/Title*:


    Phone Number*:

    What CRM are you currently using? (i.e., Marketsharp, Salesforce, Improveit 360)*:

    Current Marketing Method(s) (i.e. shows, canvassing, etc.)

    What is your current service area?

    What is your potential service area?

    What is your blended marketing cost?

    Average ticket price?

    Total yearly sales volume?

    What is your target volume for next year?

    How many sales reps do you currently have?

    What products do you sell?

    How frequently within a year do you talk to your previous customers?

    Do you currently utilize a rehash program?

    Do you currently offer your customers finance or are you a cash business?

    Do you consider your closing tactic a one-call close or do you follow up after the appointment?

    What is your current closing percentage?

    What is your current one-call close percentage?

    What do you feel is your biggest need in terms of marketing?

    Are there any additional details about your business you would like us to know?