The Edkins Group - Zoho Experts to Help Your Business Grow
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CSR Questionnaire

Client Discovery

Intake section for new prospect. Gather as much information necessary for sales team.

Name

Have Account?:

Gather Specifications

What is the project?:
Need mock up?:
Have in house design?:
Who work with?:

Deliverables

Location of project?:
Timeframe for project?:
Need us to install?:

Additional Notes

Project Notes (be detailed):
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  • AI Readiness Survey
  • Products
    • Knowledge Base ($47)
    • AI Lead Research ($47)
    • VIP Club ($697)
    • Masterclass ($997)
    • Get Unfair ($2,997)
  • Book a Discovery Call