Intake Forms

Email Automation / CRM Intake Form

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.

Intake Form – Email Automation / CRM

Step 1 of 2

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

This form will take about 30 minutes to complete.

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

You are here »
Cookie Notice