You can always press Enter⏎ to continue
5Y Tool Audit
A 5 minute investment to uncover opportunities for growth.
START
1
What industry does your business operate in?
*
This field is required.
Select from list below.
Agriculture, Forestry, Fishing
Building and Construction Services
Design Services
Education Services
Financial Services
Hospitality
Manufacturing
Medical and Health Services
Mining and Mining Services
Media and Entertainment
Professional Services
Real Estate Services
Retail
Software
Technology Services
Telecommunications
Transport and Logistics
OTHER
Previous
Next
Submit
Press
Enter
2
What is 'Other' industry?
Previous
Next
Submit
Press
Enter
3
Do you use paper forms to collect any data?
*
This field is required.
Yes
No
Previous
Next
Submit
Press
Enter
4
What is your main workspace software suite?
*
This field is required.
Microsoft 365
Google Workspace
CRM
Other
Previous
Next
Submit
Press
Enter
5
Which CRM?
*
This field is required.
Previous
Next
Submit
Press
Enter
6
What 'Other' workspace tool?
*
This field is required.
Previous
Next
Submit
Press
Enter
7
Do you use a SMS tool for bulk or scheduled messages?
*
This field is required.
Yes
No
Previous
Next
Submit
Press
Enter
8
Which SMS tool?
*
This field is required.
Previous
Next
Submit
Press
Enter
9
Other than email and phone what other communication tools do you use?
*
This field is required.
Select all that apply.
Zoom
Google Meet
Microsoft Teams
Skype
WhatsApp
Facebook Messenger
Slack
Other
Previous
Next
Submit
Press
Enter
10
Which 'Other' communications tool?
*
This field is required.
Select the tools that apply from the list.
Previous
Next
Submit
Press
Enter
11
Do you use a meeting scheduling tool?
*
This field is required.
Note - Google and Outlook don't count.
Yes
No
Previous
Next
Submit
Press
Enter
12
Which meeting scheduling tool do you use?
*
This field is required.
Calendly
SavvyCal
X.ai
Other
Previous
Next
Submit
Press
Enter
13
Which 'Other' meeting scheduling tool?
*
This field is required.
Previous
Next
Submit
Press
Enter
14
Do you use a project/task management tool?
*
This field is required.
Yes
No
Previous
Next
Submit
Press
Enter
15
Which project/task management tools do you use?
*
This field is required.
You can select more than one
Airtable
Notion
Trello
Other
Previous
Next
Submit
Press
Enter
16
Which 'Other' project/task management tool?
*
This field is required.
Previous
Next
Submit
Press
Enter
17
Is your website responsive on all devices?
*
This field is required.
Yes
No
Previous
Next
Submit
Press
Enter
18
Can you quickly make on demand changes to your website without help?
*
This field is required.
Yes
No
Previous
Next
Submit
Press
Enter
19
Does your website and social media have a chat or help desk tool?
*
This field is required.
Yes
No
Previous
Next
Submit
Press
Enter
20
Which chat or help desk tool?
*
This field is required.
Previous
Next
Submit
Press
Enter
21
Do you use a tool to schedule and publish your social media content?
*
This field is required.
Yes
No
Previous
Next
Submit
Press
Enter
22
Which social media scheduling tool?
*
This field is required.
Previous
Next
Submit
Press
Enter
23
Do you do any programmed campaign email marketing?
*
This field is required.
Note - Programmed for conditional automated responses. Does not include standard newsletters.
Yes
No
Previous
Next
Submit
Press
Enter
24
Which campaign email marketing tool do you use?
*
This field is required.
Mailchimp
Sendgrid
Active Campaign
Other
Previous
Next
Submit
Press
Enter
25
What is "Other" campaign email marketing tool?
*
This field is required.
Previous
Next
Submit
Press
Enter
26
Do you produce a newsletter or blog?
*
This field is required.
Yes
No
Previous
Next
Submit
Press
Enter
27
Can you customize the newsletter/blog content on demand?
*
This field is required.
Yes
No
Previous
Next
Submit
Press
Enter
28
What tool do you use to customize the newsletter/blog content?
*
This field is required.
Previous
Next
Submit
Press
Enter
29
When you need to get data from the web how do you collect it?
*
This field is required.
Copy and paste
Scraping tool
Previous
Next
Submit
Press
Enter
30
Which scraping tool do you use?
*
This field is required.
Previous
Next
Submit
Press
Enter
31
Do you use any automation tools for routine tasks?
*
This field is required.
Yes
No
Previous
Next
Submit
Press
Enter
32
What automation tools?
*
This field is required.
You can make multiple selections.
Zapier
Integromat
Parabola
Integrately
IFTTT
Other
Previous
Next
Submit
Press
Enter
33
Which 'Other' automation tools?
*
This field is required.
Previous
Next
Submit
Press
Enter
34
Are your marketing assets, including your website, optimized for SEO and SEM?
*
This field is required.
Yes
No
Previous
Next
Submit
Press
Enter
35
Do you use any tools for proactive lead generation?
*
This field is required.
Yes
No
Previous
Next
Submit
Press
Enter
36
Which lead generation tools?
*
This field is required.
Previous
Next
Submit
Press
Enter
37
Do you have a sales funnel system?
*
This field is required.
Yes
No
Previous
Next
Submit
Press
Enter
38
Is the funnel measured and optimized?
*
This field is required.
Yes
No
Previous
Next
Submit
Press
Enter
39
What funnel tools are you using?
*
This field is required.
Previous
Next
Submit
Press
Enter
40
Do you use any viral-loop tools to attract and capture referrals?
*
This field is required.
Yes
No
Previous
Next
Submit
Press
Enter
41
Which viral-loop tools do you use?
*
This field is required.
Previous
Next
Submit
Press
Enter
42
Your Name
*
This field is required.
First Name
Last Name
Previous
Next
Submit
Press
Enter
43
Business Name
*
This field is required.
Previous
Next
Submit
Press
Enter
44
Email
*
This field is required.
example@example.com
Previous
Next
Submit
Press
Enter
Should be Empty:
Question Label
1
of
44
See All
Go Back
Submit