Integration Quiz for New Customers

1

Do you find yourself copying and pasting data from one system into another, e.g. from an email to a text document?

Yes

No

2

If you do copy and paste between software, do you find errors or mistakes in the information that you have copied and pasted?

Yes

No

3

How much time do you spend time each week doing administrative tasks like sending emails, save files to folders etc?

Less than 1 hr

1-3 hrs

4+ hrs

4

Roughly, how many different pieces of software do you use in your business? E.g. Microsoft Office 365, Google, Xero, Sage etc

1-3

4-6

7+

5

Do you use software in your business that you can access via web browser?

Yes

No

6

Would you say that you have automated many parts of your workflow? E.g. do you send emails automatically to your customers without any manual intervention.

No Automated Tasks

We Automate a Few Tasks

We Automate a Lot of Tasks

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 Total Score

16

Quiz Source