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1
Full Name
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First Name
Last Name
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2
Badge Number
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3
Primary Email Address
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example@example.com
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4
What would you like your handle to be in the field?
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5
Which platform are you currently running your email operation from?
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ConvertKit / Kit
ActiveCampaign
Mailchimp
Flodesk
Other
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6
How many contacts are currently in your system?
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Under 500
500 to 1000
1000 to 5000
5000 to 10000
10000 or more
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7
How long have you been operating your business?
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Less than one year
One to three years
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Five years or more
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8
Has your domain been configured for email authentication SPF DKIM and DMARC?
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Yes and I know what that means
I think so but I am not sure
I have no idea what that means
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9
Which of these best describes your current situation?
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A - I have a list and email inconsistently because I worry about bothering people
B - I try new tactics constantly but results never match the effort
C - I know my technical setup needs attention but have not had time to deal with it
D - I am newer to this and want to get the fundamentals right before scaling
E - I had a system that was working but something changed and the numbers are off
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10
Field Designation
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11
Case Assignment Note
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12
Initial Case Focus
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13
What is the one thing you most need fixed right now?
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14
Before your first case file arrives is there anything you want to ask the Detective?
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15
Date of Clearance
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Date
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16
Recruitment Code
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17
Browser Info
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