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Firm360 Questionnaire
1
Your Name
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First Name
Last Name
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2
Email
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example@example.com
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3
What is the name of your firm?
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4
How big is your team?
1-2 people
3-5 people
6-10 people
11-20 people
>20 people
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5
Please briefly tell us what problem you are looking to solve?
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6
Where did you hear about Firm360?
Google
Facebook
Capterra
You emailed me
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7
What services do you offer?
Advisory / Consulting
Business Valuation
Client Accounting / Bookkeeping
Cybersecurity
Forensic accounting / Litigation
Risk Services / Auditing
Tax Preparation
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8
What are you looking to improve?
Team productivity
Time tracking efficiency
Invoicing and billing efficiency
Accounts receivable collections
Managing client documents
Secure Client Communications
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9
How soon are you looking to launch a new platform
As soon as possible!
This month
Next month
Potentially in the next 3 months
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10
Phone Number
Area Code
Phone Number
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11
utm_source
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12
utm_campaign
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13
utm_content
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