First Name *

Last Name *

Phone *

Email *

Organization

Website

What is the size of your business? *

Sole Proprietorship

Small (2-10 employees)

Medium (11-50 employees)

Large (51+ employees)

What are your primary operational challenges? (Select all that apply) *

Difficulty managing customer relationships

Manual processes that need automation

Inefficient communication within the team

Lack of insights and analytics for decision-making

What is your current approach to customer engagement? *

Basic email marketing and communication tools

Comprehensive CRM with some automation

Ad-hoc manual outreach (e.g., emails, calls)

Advanced, automated customer interaction strategies

How often do you engage in training and development for your team? *

Ongoing training programs implemented continuously

Rarely or not at all

Regularly (several sessions a month)

Occasionally (few sessions a year)

What is your budget for operational software each month? *

$1,000 - $2,000

$2,000 - $5,000

$5,000 - $15,000+

Unsure, I need to evaluate my overall operational costs

How important is real-time reporting and analytics for your business success? *

Very important

Not important

Crucial for every decision-making process

Somewhat important

What level of customization do you need for your operational tools? *

High level of flexibility and customization needed

Minimal customization is required

Totally customizable solutions are essential

Some customization would be helpful

What features would make the biggest difference for your team's productivity? *

Basic automation of routine tasks

Enhanced customer relationship management

Advanced analytics and insights

Comprehensive training and community support

How do you prefer to manage customer appointments and schedules? *

Manually (phone calls, emails)

Basic calendar tools

Integrated appointment scheduling system

Automated booking and reminders in place

What would be your primary goal for using The Operational BOSS SaaS? *

Gain better insights and analytics

Streamline team communication and collaboration

Increase efficiency in operations

Improve customer engagement and satisfaction

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