Project Kick-Off Questionnaire – Web Development

Overview
Email*
What CRM do you use?
Who is the administrator for the CRM?
Do you currently do any marketing automation or email marketing? If so, what?
Do you have HTML email templates that you currently use? Do you like them?
What are the most important user segments that you target?
example: Directors of Marketing, California-based Software Companies
How are these segments divided/identified in the CRM?
How many contacts do you have in your email marketing lists?
Please describe your sales process once a new lead enters the system.
example: prospect submits a form and becomes a lead; salesperson qualifies them with a phone call, sales manager performs a demo and submits a proposal
What are the key products/services you want to promote with email marketing?
Who produces content on your team? What is the content production process?
Do you have any regular events (webinars, summits, classes, product launches, etc.)?
- Yes
- No
Do you send regularly to non-US recipients?
- Yes
- No
Do you utilize any form of lead scoring?
- Yes
- No
Name
This field is for validation purposes and should be left unchanged.

Are you ready to grow your pipeline?