[email protected]

(786) 882-0483

Owner of the Business

First Name

Last Name

Phone *

Email *

Phase 1: Discovery & Analysis

Business Information

Business Name CRM

Business Address CRM

Business Goals

Customer Management

Pain Points

Team Work Flow

Customer & Sales Details

List of Current Customers/Leads

Contact Details

Current Deals & Sales

Team Members & Access

Team Members

Team Responsibility

Main Contact

Phase 2: Planning & Design

Tools & Integrations

Current Software

Login Details

Automatic Processes

Marketing & Communication

Contacts List & Marketing Campaigns

Contact List

How do you collect new leads?

Reports on Email or Ad Campaigns

Security & Privacy

Special Rules

CRM Responsibilities

Website & Branding Setup

Domain Name

Email CRM

Website Design Inspiration

Branding Elements

Website Info

Key Features

Scheduling & Payment Setup

List Services

Booking Preferences

Payment Processor

Content for Website

Name of Staff Members

Professional Photos of Staff, Business Location & Services

Promotional Videos or Client Testimonials

Phase 3: Setup & Integration

Getting Your CRM Ready

Customer & Sales Data

How do you organize your data?

Technical Requirements

Working Email

User Setup & Permissions

Full Access & Limited Access

Innovation

Fresh, creative solutions.

Integrity

Honesty and transparency.

Excellence

Top-notch services.

New Client Form

CRM Check List

Zoom Consultation Scheduler

Copyright 2025. DIF Visuals Marketing Agency . All Rights Reserved.

FOLLOW US