Intake Forms

Automation Audit Deep Dive

NOTE: If you have NOT been redirected here by CFM, please click here to request more information or click here to purchase your Client Needs Audit, which is the first step in any engagement.

CNA: Email & CRM Audit

Welcome to the Email & CRM Audit form! What follows will allow us to take a comprehensive look at the current state of your CRM, email and related automation systems.

This form will take about 45-60 minutes to complete.

Once you’re ready to begin, please press the button below!

Who referred you?

Please describe:

About You

Company / Business Name(Required)

First Name(Required)

Last Name(Required)

Email Address(Required)

Phone(Required)

Company Website(Required)

Company Address(Required)

Address City State Zip

About Your Business

How many years have you been in business?(Required)

What adjectives would you use to describe your business?(Required)

What are your company's core values?(Required)

What makes your business different and/or special?(Required)

With a sky's the limit frame of mind, what's your vision for your business?(Required)

Your Goals

Short-Term Marketing Goal #1 (12-16 months)(Required)

Short-Term Marketing Goal #2 (12-16 months)(Required)

Short-Term Marketing Goal #3 (12-16 months)(Required)

Long-Term Marketing Goal #1 (18-36 months)(Required)

Long-Term Marketing Goal #2 (18-36 months)(Required)

Your Competition

Name Your Competitor 1(Required)

Competitor 1 Website (URL)

Name Your Competitor 2(Required)

Competitor 2 Website (URL)

Name Your Competitor 3(Required)

Competitor 3 Website (URL)

Why do customers come to you rather than your competitors? What problem(s) do you solve for them?(Required)

What is most important to your customers?(Required)

Your Customers

How would you describe your ideal customer?(Required)

Primary demographic gender(Required)

Primary demographic age(Required)

Target operating region(Required)

Who would you like to reach that you currently are not?(Required)

What perceptions do you need to create?(Required)

What perceptions do you need to overcome?(Required)

What perceptions do you need to reinforce?(Required)

If you can only get ONE message out, what would that be?(Required)

The Past & The Future

Outline at least 3 things your organization does really well in regards to Automation:(Required)

Outline at least 3 things your organization is doing poorly / could be doing better when it comes to Automation:(Required)

What do you currently see as your organization's most significant opportunities?(Required)

What do you currently see as your organization's biggest obstacles?(Required)

Elaborate on things you have tried in the past… What worked well and why do you think it succeeded? What didn’t work and why do you think it failed?(Required)

If we work together, what will make this campaign successful in your eyes?(Required)

The Numbers

What are your three best-selling items/services?(Required)

What was your annual revenue last year?(Required)

What are your realistic projections for next year's annual revenue?(Required)

What did you invest in your marketing last year?(Required)

What is your marketing budget for next year?(Required)

Analyzing Your Marketing Channels

Does your website generate leads for your organization? If so, please quantify:(Required)

Are the leads generated from your website converting into sales?(Required)

What is the most important action a visitor can take on your website?(Required)

Which social media platforms is your organization currently on?(Required)

(Please check all that apply.)

Facebook

Instagram

Twitter

Snapchat

TikTok

YouTube

Other

Facebook Link

Instagram Link

LinkedIn Link

Twitter Link

Analyzing Your CRM, Email & Automation

Do you currently leverage a CRM in your business? If yes, please provide your current CRM and how it is used. If no, why not?(Required)

What are your CRM goals?(Required)

Do you currently leverage email marketing & automation in your business? If yes, please provide your current email platform and how it is used. If no, why not?(Required)

What are your email marketing goals?(Required)

Do you currently leverage an eCommerce/checkout/shopping cart tool in your business? If yes, please provide your current platform and how it is used. If no, why not?(Required)

What are your eCommerce goals?(Required)

Do you currently leverage opt in / pop up boxes on your website? If yes, please provide your current tool and how it is used. If no, why not?(Required)

Do you currently leverage SMS messaging in your business? If yes, please provide your current tool and how it is used. If no, why not?(Required)

Are you happy with how your current systems are working together? What improvements would you like to make to create efficiencies in your business (saving time, money or costs?)(Required)

Logistics

Provide system access.

For each system that will be part of the audit, create a CFMedia Admin account with the email [email protected] and the phone number 904-208-2747. Once this is created, we will reset the password to login and begin your audit. Note: DO NOT put passwords in this field.

You're almost done!

Please list any preferred vendors for any services (Copy, Digital, Graphic, Creative, Social Media):

Anything else we should know?

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