Client Onboarding Survey Contact Info Next Traffic & Lead Conversion How much monthly traffic is your website getting? What are your website top traffic sources? What are your lead sources? Yes Do you do any cold outreach? How many “warm” inbound leads per month are you getting? (leads who contacted you and are expecting to hear from you) How many warm leads are converting to clients each month? Are you sending any strategic marketing follow up emails? YesNo Are you doing any paid advertising? YesNo Do you have a system to get reviews? YesNo Do you have a system to get referrals? YesNo Are you happy with your website’s speed? YesNo Are you happy with your website’s design? YesNo BackNext Tech Stack What software tools are you using to manage your marketing and client relations? What software tools are you using to manage your case and business management? What software tools are you using to manage your accounting and billing? Which of those software tools are you “married to”? Which of those software tools are you interested in replacing? BackNext Pain Points What are the current challenges or pain points? BackNext Goals What are your short-term and long-term business goals? BackNext Additional Details Is there anything else you would like to share or highlight about your business that may be relevant to our collaboration? Back
