Client Software Support Assessment

New Client Assessment

4 Easy Steps

1. Welcome & basic info

2. Data & reviewed

3. Other contacts

4. Modules & dates

+/- 5 minutes to complete

Your Name *

Phone Number

Your Email *

Your Company *

Subject *

ABN

Street

Street2

City

State

Zip / Postal

Country

Industry

# Staff *

Business Background

Please list all systems used in your business including: Stock, Sales, Accounting, Email, Marketing, CRM, Automation, SEO, Manufacturing, HR, Payroll, Website/s, Signature, Helpdesk, Timesheets etc...

Examples include but are not limited to:
Google Apps, MS Office, Trello, Notion, Evernote, Dropbox
Xero Accounting, Hootsuite, Hubspot, MailChimp,WordPress
Shopify, Wix, Rankmath, Yoast, Form123, Zapier, Integromat, Cognito
Loom, Zoom, Canva, Harvest, Freshbooks, Quickbooks, MYOB, Stripe
PayPal, Process.St, Proposify, BaseCamp, Pipedrive, Capsule, Klaviyo,
Zendesk, KeyPay, BambooHR, DEAR, CIn7, Zoho, etc...

What are your pain points?

What are the 3 TOP key things you are looking to solve?

What are the key things that attracted you to our Solution?

Who are your primary customers (wholesale/retail/farmers/ nurseries/specify)?

How many active products do you sell?

How many of those products do you have inventory of?

How often do you introduce new product ranges?

What is your current source of the most accurate product data

Current source of the most accurate customer data?

Specify Possible Perceived Limitations

What e-commerce platforms are you using?

Do you use Custom Fields?

Yes

Do you use BOM/Manufacturing

Yes

Do you use Kitted/ Bundled Products

Yes

Do you need / use any of the following?

POS

B2B

Scanners

Scale

Clock-in

POD

Select the appropriate Currencies you use

AUD

USD

NZD

CNY

PND

Other

Do you have any other sales channels, marketplaces etc?

Key Contact People for a new ERP System?

# of Warehouses?

Warehouse Locations

Which integration if any would you like to keep at all costs?

Users to be trained

# of users to train

1. Estimate desired date and time for consulting session #1? *

Submit

New Client Assessment

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