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New Client Lead
New Client Lead
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Sync Contacts And Company
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Contact Type
Company Information
The is information about the company looking for services
Company Name
(Required)
Company Address
(Required)
Street Address
Address Line 2
City
Alabama
Alaska
American Samoa
Arizona
Arkansas
California
Colorado
Connecticut
Delaware
District of Columbia
Florida
Georgia
Guam
Hawaii
Idaho
Illinois
Indiana
Iowa
Kansas
Kentucky
Louisiana
Maine
Maryland
Massachusetts
Michigan
Minnesota
Mississippi
Missouri
Montana
Nebraska
Nevada
New Hampshire
New Jersey
New Mexico
New York
North Carolina
North Dakota
Northern Mariana Islands
Ohio
Oklahoma
Oregon
Pennsylvania
Puerto Rico
Rhode Island
South Carolina
South Dakota
Tennessee
Texas
Utah
U.S. Virgin Islands
Vermont
Virginia
Washington
West Virginia
Wisconsin
Wyoming
Armed Forces Americas
Armed Forces Europe
Armed Forces Pacific
State
ZIP Code
Contact Person
(Required)
First
Last
Contact Phone Number
(Required)
Contact Email Address
(Required)
Pain Points
These are issues the lead brought up in coversation
First Pain Point
(Required)
Second Pain Point
(Required)
Third Pain Point
(Required)
What services are being sought?
Managed IT
Web Hosting & Development
Current IT Environment
This is information on their current IT environment
# Of Locations
(Required)
# Of Servers
(Required)
0
1-2
3-4
5-10
11+
# Of Workstations
(Required)
0
1-5
6-10
11-20
21+
Data Backup?
(Required)
Yes
No
Which Data Backup Solution?
(Required)
Endpoint AV?
(Required)
Yes
No
Which Endpoint AV Solution?
(Required)
Wireless Networks?
(Required)
Yes
No
Which Wireless Solution?
(Required)
Current Website & Hosting Environment
This is information on their current Web/Hosting environment
Already have a website?
No, client needs a new website or application
Yes, client needs us to host or rebuild an existing website or application
Website URL
(Required)
Domain Hosting Login URL
Login page for the domain hosting company such as GoDaddy, BlueHost, HostGator, etc. Leave blank if they do not yet have a domain .
Domain Login Username
CRM Login Password
Hosting Login URL
Login Page for the company that hosts their current website. In most cases, this will be the same as the domain hosting company and be left blank.
Hosting Login Username
Hosting Login Password
CRM Login URL
Login Page for the platform the website was built with like WordPress, Droople, Wix, etc. Leave blank the same as the hosting provider.
CRM Login Username
CRM Login Password
What kinds of Internet Marketing is the client interested in?
SEO (Search Engine Optimisaton)
SEM (Search Engine Marketing)
Social Media
Email Marketing
List the top 5 kinds of goods or services you offer in order of importance.
Add
Remove
List up to 3 other words or phrases you'd expect your clients to use when looking for your company.
Add
Remove
List the top 3 companies you compete most directly with for sales.
Add
Remove
What is your company's estimated profit/value from a sale/conversion made on your website?
Less than $50.00
$50.00-$350.00
More than $350.00
If client offers some services or products that are worth significantly more than others, mark the highest value that applies.
What is your estimated marketing budget?
$300.00-$600.00/mo
$600.00-$2000.00/mo
More than $2000.00/mo
What Social Media platforms do you have or need setup?
Add
Remove
About how many email contacts do you need setup?
Describe any email automations you need setup
Other Information
This is other information from the conversation that would be beneficial for the team to know
Additional Information
Referral Information
This is for the person or company who referred this client to us (if applicable)
Company Name
Company Name
Contact Person
First
Last
Contact Phone Number
Contact Email Address
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