BrioDigital CRM Client Onboarding Survey Form

Not all fields are mandatory. Only the ones with the "*" are mandatory

Organization *

First Name *

Last Name *

Title

Email *

Phone *

Address *

City *

State *

Postal code *

Business Type *

Website *

This is critical for us to understand. Please choose all that apply, and we will reach out with any additional questions.

CRM Feature Set *

Please add the number of team members that will have access to the CRM.

Employees Using CRM

The number of Virtual Phone Numbers to provision for outbound calling and texting. Additional fees may apply for telecommunication packages.

Number of Twilio Numbers

Do you have an employee named, Ashley, Amy, or Evie? We may send communications from the name Ashley, Amy, or Evie, but likely not, if you are the face of your brand.

Employee Named Amy, Ashley or Evie

When would you like to take appointments (if taking appointments). Please add the time slots one line at a time, such as:

9:00 - 12:00 p.m. Monday - Friday

1:00 p.m. - 4:00 p.m. Monday - Friday

9:00 - 12:00 p.m. Saturday

Sales Appointment Time Slots

Do people need to show up early for an appointment? If so, how early? If yes, please indicate as follows:

"Yes. 10 Minutes Early" Early slots can be anything you want, 5, 10, 15, 30 minutes, etc.

Appointment Arrival

This is the maximum number of simultaneous appointments you can handle at one time. If you have multiple salespeople, physicians, nurses, consultants, accountants, lawyers, etc. please take this into consideration so we can schedule accordingly.

Maximum Simultaneous Appointments

Maximum Number of Daily Appointments you can handle in your business.

Maximum Daily Appointments

Are you in fitness? Do clients need to bring, boxing gloves, a yoga mat, towel, running shoes, etc? Are you in healthcare, do the clients need to download and fill out paperwork prior to their visit? Please let us know what you need your clients to bring with them for their appointment.

What do clients need to bring?

Do you currently have the ability to listen to recordings of conversations between new leads and your staff?

Yes

Do you currently send emails/text appointment reminders?

Yes

Do you currently offer a way for new leads to book a call/appointment with you online?

Yes

Do you currently send automated emails/text messages to no-shows encouraging them to re-schedule?

Yes

Do you have a way of knowing your staff is calling new leads within five minutes?

Yes

Do you currently have any auto-mated replies set up for people who message your Facebook page?

Yes

Are you currently generating a steady flow of new leads each month?

Yes

If yes, approximately how many new leads do you generate each month?

Please provide us with information about your average customer... We would like to understand your customer's lifetime value so we can better calculate a Return on Investment if you are doing any digital marketing with us:

Average Lifetime Value = (Sale Price) $129 Mo x (Number of months a customer may stay with you) 12 Mo's = $1,548.00 (Please add Total)

Average Lifetime Value

Tell us more about your business if you have anything special you would like to share.

Tell Us More About Your Business *

Please upload your data file if you have not already given us access to your database. Please make sure it is in CSV, .xls, or .xlsx (Excel) with First Name, Last Name, Email Address, and Phone Number (Preferably Mobile Phone Number) in the database for us to use on your behalf.

Database Upload

Your Database Upload