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Business System Assessment Form

Business Name: *

First Name *

Last Name

Email Address: *

Phone Number: *

Industry:

Website URL:

Number of Employees:

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from company. Message frequency varies. Message & data rates may apply.

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Let's calculate how much money and time you save with VA & A.I Tools

Spending Hours

One Hour Worth

Saved Money

CRM & Pipeline Management

HubSpot

ZohoCRM

ActiveCampaign

Other

Unlimited Sales Funnels

ClickFunnels

LeadPages

Thrivecart

Systeme.io

other

Surveys & Forms

SurveyGizmo

Typeform

Wufoo

Other

Email Marketing

MailChimp

MailerLite

HubSpot

ActiveCampaign

ConstantAPK

Other

Website Builder

WordPress

Wix

Squarespace

Other

2-WAY SMS MARKETING

Sendlane

FollowUpBoss

Podium

Other

BOOKING & APPOINTMENTS

Calendly

AcuityScheduling

Other

WORKFLOW AUTOMATIONS

Active-Campaign

Hub-Spot

Keap

COURSES/PRODUCTS

Kajabi

Teachable

Other

CALL TRACKING

CallRail

CallTrackingMetrics

Other

REPUTATION MANAGEMENT

Birdeye

Podium.

Reputation.com

Other

TRACKING & ANALYTICS

AgencyAnalytics

Other

COMMUNITIES

Skool

MightyNetworks

Other

DOCUMENT SIGNING

PandaDoc

DocuSign

Other

CURRENT SALES SYSTEM

Marketing Platforms Used to generate Leads

Facebook

Instagram

LinkedIn

YouTube

Podcast

Email marketing

Pinterst

Other

Describe your current lead generation process:

What types of lead magnets do you currently use? (e.g., eBooks, Webinars, Free trials)

How do you currently capture leads? (e.g., Website forms, Social media, Events)

Do you segment your leads? If yes, how?

Describe your lead nurturing process:

CURRENT SERVICE SYSTEM

How do you currently communicate with leads and customers?

Email

SMS

Phone

Chat

Do you use a call tracking system? If yes, describe its features:

Do you have a centralized communication system?

Yes

No

Other

How do you manage customer interactions and support?

WEBSITE INFORMATION

What platform is your current website built on?

Do you want changes to be made to your current website?

Yes

No

Other

Do you use a page builder for your website? If yes, which one?

List any third-party software that needs to be integrated with your website to improve efficiency:

1
2
3
4
5

GOALS AND OBJECTIVES

What are your primary business goals?

Increase sales

Improve customer retention

Generate leads

Other

What are your primary marketing goals?

Increase brand awareness

Grow social media presence

Improve email open rates

Other

What are your primary sales goals?

Shorten sales cycle,

Increase conversion rates

Improve sales pipeline visibility

CAPTURE AND NURTURE LEADS

Do you need a landing page builder to capture leads?

Yes

No

Other

Do you require drag-and-drop surveys and forms for lead capture?

Yes

No

Other

Do you need online appointment scheduling?

Yes

No

Other

Do you want to use multi-channel follow-up campaigns? (e.g., Voicemail, SMS, Emails, FB Messenger)

Yes

No

Other

Do you need automated nurture conversations to book appointments?

Yes

No

Other

Would you like to use AI for managing conversations?

Yes

No

Other

BUILDING WEBSITES, FUNNELS AND MEMBERSHIPS

Do you need a website builder with custom menus?

Yes

No

Other

Do you want to create funnels and landing pages? If yes, how many?

Do you need upsells and downsells in your funnels? If yes, how many?

Will you offer free and/or paid courses? Please share details

Do you require a membership platform for courses?

Yes

No

Other

Do you need unlimited video hosting and user capabilities for courses?

Yes

No

Other

MARKETING FEATURES

Do you need outreach capabilities (Email automation, Follow up sequences, Lead nurturing)?

Yes

No

Other

Do you need email segmentation and performance tracking?

Yes

No

Other

Do you require social media campaign management?

Yes

No

Other

Do you need integrations with key platforms (Facebook, Instagram, LinkedIn)?

Yes

No

Other

Do you want retargeting features?

Yes

No

Other

Do you require lead tracking and automation for each step?

Yes

No

Other

Do you need integration with your current sales CRM?

Yes

No

Other

SALES CRM

Do you require sales triggers and integration with marketing CRM?

Yes

No

Other

Do you need sales cycle management and performance tracking?

Yes

No

Other

Do you need lead management, pipeline visibility, and management?

Yes

No

Other

Do you require activity tracking and operational dashboards?

Yes

No

Other

Do you need a proposal with signature option and integration with quoting software?

Yes

No

Other

Do you need an advanced CRM for managing contacts, leads, and customers?

Yes

No

Other

CUSTOMER SERVICES

Do you need customer forums and help areas (help articles, videos, PowerPoint slides)?

Yes

No

Other

Do you require customer satisfaction tracking / Google reputation managment?

Yes

No

Other

Which communication channels do you need (Email ticket, Chat, Phone, slack)?

SETUP AND MANAGEMENT PREFERENCES

Do You Want Just One-Time Setup Or Ongoing Monthly Management As Well?

What Is Your Preferred Frequency For Reviews And Updates On The System?(E.G., Weekly, Monthly, Quarterly)

What Is Your Budget For Implementing Go High Level?

What Is Your Desired Timeline For Implementation?

Are There Any Specific Deadlines Or Milestones?

Is There Any Other Information Or Requirements You Would Like To Share?

Do you have any specific questions or concerns about Go High Level?

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