Lincoln CRM Survey: Assess Your Customer Management Strategies Today

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Are we the right fit for your business?

Take this short questionnaire to help us determine in which areas we can help you grow.

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How long have you been in business? *

What are all the services you offer? *

Are you currently generating a steady flow of new leads? *

Yes

No

If yes, approximately how many new leads do you generate and from what source?

Do you currently have an automated follow up system of emails and/or text messages going out to new leads? *

Yes

No

Do you currently organize & manage your customers/leads in a Customer Relationship Management System (CRM)? *

Yes

No

No, but we use spreadsheets

If Yes, Which Software?

Can you or your team send text message to new leads within minutes of connecting from a business number without using a personal phone? *

Yes

No

Do you currently have a system in place to know if your team is calling new leads within five minutes of initial connection? *

Yes

No

Do you currently have the ability to listen to recordings of conversations between new leads and your team? *

Yes

No

Do you currently offer a way for new leads to book a call/appointment with you online? *

Yes

No

Do you currently send email/text appointment reminders? *

Yes

No

Do you currently send automated emails/text messages to no-shows encouraging them to re-schedule? *

Yes

No

Do you currently have any automated replies set up for people who message your Facebook & Instagram page? *

Yes

No

Do you actively post on at least 3 social media platforms? *

About once a month

Once a week

3 Times per week or more

Not Active

Do you actively collect reviews from your customers? If so how are you getting them? *

Can you describe the current process of how someone typically hires and schedules you for your services? (Example: Someone calls or fills out website form and schedules)

What have been your biggest struggles with marketing of your business.

What are the services you are looking for help with? *

List all that apply

New Logo & Branding Kit Design
Website design
Google My Business Optimization
Social Media Management
Email List Building
Email Marketing
Chat Bot Features
Lead Generation
SEO - Search Engine Optimization
Improve Google Ranking
Content Creation (Blogs, Newsletters)
Customer Relationship Management System (CRM)
Review & Reputation Management
Online Booking System
Domain Name Purchase and Registration
Google Analytics
Coaching & Consulting
Photo & Video Branding
Other
No elements found. Consider changing the search query.
List is empty.

Do you have a list (email list, etc) of current customers that you can make additional offers to? If so, how many people would you estimate are on that list?

How many more customers a month do you feel you could handle?

Are you interested in implementing any number of the things you responded 'No' to for your business?

Yes

No

Your First Name *

Last Name *

Phone *

Email *

Organization *

Website

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