CRM Quiz for New Customers

1

Do you interact with your customers in person, by phone, by video, by email etc?

Yes

No

2

How many times per week on average do you interact with your customers?

Less than 1

1-3 times

4-8 times

9+ times

3

Do you know which of your customers generate the most revenue for you?

Yes

No

4

Do you know which of your customers take up the most of your time?

Yes

No

5

What do you currently use to record the interactions you have with your customers?💡 Choose all that apply

Write them down on paper

Use my memory

Use a spreadsheet(s)

Use other software

6

How many people in your business interact with your customers?

1

2-5

6-10

10+

7

Are you looking to increase the number of customers you have in the future?

Yes

No

8

Q1 Score

9

Q2 Score

10

Q3 Score

11

Q4 Score

12

Q5 Score

13

Q6 Score

14

Q7 Score

15

Quiz Score

16

Quiz Source