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Intake form
Intake form
Name
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Email address
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What services are you interested in?
Please select at least one option.
CRM Implementation
Automation & Ongoing Support
What is your business size?
Select
1-10 employees
11-50 employees
51-200 employees
201+ employees
What industry does your business operate in?
Select
Technology
Retail
Healthcare
Finance
Education
Manufacturing
What challenges are you facing with your current processes?
What CRM are you currently using, if any?
What is your preferred method of communication?
Select
Email
Phone Call
Video Conference
When are you looking to start this project?
Select
Immediately
Within a month
3-6 months
Not sure
Additional questions or comments
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