New Client Lead

Sync Contacts And Company

Contact Type

Pain Points

These are issues the lead brought up in coversation

First Pain Point*

Second Pain Point*

Third Pain Point*

What services are being sought?

Managed IT
Web Hosting & Development

Current IT Environment

This is information on their current IT environment

# Of Locations*

# Of Servers*

# Of Workstations*

Data Backup?*

Yes
No

Which Data Backup Solution?*

Endpoint AV?*

Yes
No

Which Endpoint AV Solution?*

Wireless Networks?*

Yes
No

Which Wireless Solution?*

Current Website & Hosting Environment

This is information on their current Web/Hosting environment

Already have a website?

Website URL*

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?

List the top 5 kinds of goods or services you offer in order of importance.

List up to 3 other words or phrases you'd expect your clients to use when looking for your company.

List the top 3 companies you compete most directly with for sales.

What is your company's estimated profit/value from a sale/conversion made on your website?

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?

What Social Media platforms do you have or need setup?

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

Contact Person

First Last

Contact Phone Number

Contact Email Address

ComSolutions New Client Lead

Company Information

Pain Points

Current IT Environment

Current Website & Hosting Environment

Other Information

Referral Information

Contact

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