5Y System Audit

1

What industry does your business operate in?* This field is required.Select from list below.

Property Services

Financial Services

Building Services

Mining Services

Education Services

Professional Services

Health Services

Other

2

What is 'Other' industry?

3

Do you use paper forms to collect any data?* This field is required.

YesNo

4

What is your main workspace software suite?* This field is required.

Microsoft 365

Google Workspace

Other

5

What 'Other' workspace tool?* This field is required.

6

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

Slack

Other

7

Which 'Other' communications tool?* This field is required.Select the tools that apply from the list.

8

Do you use a SMS tool for bulk or scheduled messages?* This field is required.

YesNo

9

Which SMS tool?* This field is required.

10

Do you use a meeting scheduling tool?* This field is required.Note - Google and Outlook don't count.

YesNo

11

Which meeting scheduling tool do you use?* This field is required.

Calendly

SavvyCal

Other

12

Which 'Other' meeting scheduling tool?* This field is required.

13

Do you use a project/task management tool?* This field is required.

YesNo

14

Which project/task management tools do you use?* This field is required.You can select more than one

Airtable

Notion

Other

15

Which 'Other' project/task management tool?* This field is required.

16

Is your website responsive on all devices?* This field is required.

YesNo

17

Can you quickly make on demand changes to your website without help?* This field is required.

YesNo

18

Does your website and social media have a chat or help desk tool?* This field is required.

YesNo

19

Which chat or help desk tool?* This field is required.

20

Do you use a tool to create, schedule and publish your social media content?* This field is required.

YesNo

21

Which social media tools?* This field is required.

22

Do you do any programmed campaign email marketing?* This field is required.Note - Programmed for conditional automated responses. Does not include standard newsletters.

YesNo

23

Which campaign email marketing tool do you use?* This field is required.

Mailchimp

Sendgrid

Other

24

What is "Other" campaign email marketing tool?* This field is required.

25

Can you customize the newsletter/blog content on demand?* This field is required.

YesNo

26

When you need to get data from the web how do you collect it?* This field is required.

Copy and paste

Scraping tool

27

Which scraping tool do you use?* This field is required.

28

Do you use any automation tools for routine tasks?* This field is required.

YesNo

29

What automation tools?* This field is required.You can make multiple selections.

Zapier

Make

Other

30

Which 'Other' automation tools?* This field is required.

31

Are your marketing assets, including your website, optimized for SEO and SEM?* This field is required.

YesNo

32

Do you use any tools for proactive lead generation?* This field is required.

YesNo

33

Which lead generation tools?* This field is required.

34

Do you have a sales funnel system?* This field is required.

YesNo

35

Is the funnel measured and optimized?* This field is required.

YesNo

36

What funnel tools are you using?* This field is required.

37

Do you use any viral-loop tools to attract and capture referrals?* This field is required.

YesNo

38

Which viral-loop tools do you use?* This field is required.

39

Your Name* This field is required.

First Name

Last Name

40

Business Name* This field is required.

41

Email* This field is required.

example@example.com