Business Onboarding

    We’re here to help you revolutionize your business with the latest technology! From streamlining your customer interactions with a cutting-edge CRM to automating daily tasks and building a powerful online presence, we’ll guide you every step of the way.

    To ensure we recommend the perfect solutions tailored just for you, we need to understand your unique needs. Please take a few moments to fill out our questionnaire. Your answers will help us identify your biggest pain points and pinpoint the exact technology that will drive your business forward. Let’s build a more efficient, profitable, and modern company together!

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      First Name *

      Last Name *

      Email *

      Phone *

      Business Name *

      Website URL *

      Describe your current process for managing leads, customers, and projects.

      What tools are you using now (spreadsheets, paper, generic email, other software)?

      What's working well with your current system?

      What are the biggest frustrations or "headaches" you experience with your current process?

      How do you currently generate and track new leads?

      Where do most of your leads come from (website, referrals, advertising, cold calling/canvassing, social media, walk-ins)?

      How quickly do you respond to new inquiries? Is this fast enough?

      How do you ensure no lead falls through the cracks?

      Tell me about your sales process from initial inquiry to signed contract.

      What are the key stages in your sales pipeline?

      What tools do you use for estimating and creating proposals? Are they accurate and professional-looking?

      How do clients typically sign contracts?

      What's your current follow-up strategy for proposals that haven't been signed?

      How do you manage your active roofing projects from start to finish?

      How do you schedule jobs and assign crews?

      How do you track progress on a job site? What information is critical to capture (photos, notes, material usage)?

      How do you communicate job status with the office, field crews, and the customer?

      How do you handle invoicing and collecting payments?

      What accounting software do you use?

      How do you track outstanding invoices and overdue payments?

      Do you offer online payment options or financing?