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CSR Questionnaire
Client Discovery
Intake section for new prospect. Gather as much information necessary for sales team.
Name
First Name
Last Name
Company
Phone
Email
Lead Source
--None--
Client Referral
Customer Workorder
Drive-by
Employee Referral
McGraw Hill Network
Newspaper Article
ReproMAX Referral
Seminar/Conference
Television/Radio
Web Research
Word of mouth
Have Account?:
--None--
No
Yes
Gather Specifications
What is the project?:
Need mock up?:
--None--
No
Yes
Have in house design?:
--None--
No
Yes
Who work with?:
Deliverables
Location of project?:
Timeframe for project?:
Need us to install?:
--None--
No
Yes
Additional Notes
Project Notes (be detailed):
Send
Knowledge
Zoho Masters
Learn
>
Zoho Video Tutorials
>
Client Calls
Zoho Books Videos
Zoho Creator Videos
Zoho CRM Videos
Zoho Projects Videos
Zoho Sign Videos
Virtual School
>
Get a Free Course
Zoho
End to End Small Business System
Small Business Accounting
App Demo Pages
>
Calendar Scheduling
Web Tracking and Chat
Maximize Your Website
Online Meetings
Email Campaigns
Social Media
Customer Tracking
Sale Team Motivation
Customer Help Desk
Accounting
Project Management
Agile Management
Email
BI / Analytics
Note Taking
Instant Messaging
Surveys
Train Your Team
Staff Recruiting
File Sharing
Start Your FREE Trial
WorkDrive Widget