Client intake survey

Your honest answers help us understand your role, your sales process and how your company's strategy shows up day to day.

About you

Company name *

Work email *

First name *

Last name *

Phone

What is your title? *

Which team are you on? *

Executive = leadership setting strategy. Execution = sales and the people carrying it out.

What are the top 3 things you do in your role?

What is the most difficult part of the role?

What do you want to accomplish in the next 12 months?

How clear is your company's strategy to grow the business on a scale of 1–10? (1 being not at all) *

Not at allCompletely

How well is your company executing the strategy on a scale of 1–10? (1 being not at all) *

Not at allCompletely

Is there anything else that is frustrating for you?

Please describe your sales process.

What are the top 3 reasons people buy from you?

Why should a customer order from you rather than a competitor (your USP)?

What are the top 3 reasons people do not buy from you?

List 2 things that would help you grow.

Are there any job skills or behaviors you would like to work on or need help with?

What would you say describes you best?