Client Management Review
Hello there and thank you for your interest in the Client Management Review. Here's how this process will go. Please fill out the form below and once I have received it I will send you the invoice. Once the invoice is paid I will email you to learn more about your systems and see how best to complete your review. I'll complete the review and then send you the written report of my findings and suggestions within 2 weeks time.
Name
First Name
Last Name
Email
example@example.com
What client management system(s) are you currently using? (ie dubsado, honeybook, different tools linked together via zapier, etc.) If you are using multiple systems please list them out here.
How long have you been using this system?
What do you love about your current setup?
What do you dislike about your current system?
Are you using automations in your current system?
Yes
No
I have it setup but not really sure it's working the way I'd like it to...
Are you using Zapier or another program to export data for other uses from your current system?
Yes I use Zapier
Other
If you are using zapier or another program can you share with me how that is setup and also tell me whether it is working and functioning like you would like it to?
Are you looking to overhaul your current client management system?
Yes
No
Maybe
Would you hire this job out or do it yourself?
Hire it out
DIY
Thank you! I will send the invoice within 48 business hours.
Again once the invoice is paid I will reach out and begin the process of getting shared access to your systems and then we can begin the review.
Submit
Should be Empty: