How often do you contact your clients/prospects?
Yes, regularly Occasionally Rarely No
What do you want to tell your clients/prospects about?
New Products Services Success stories All of the above
How often do you send updates?
Weekly Monthly Quarterly Rarely
Preferred communication method?
Email SMS Social Media All of the above
Do you use digital tools now?
Yes No Looking for options Not sure
What's your automation priority?
High Moderate Low None
All set, how can we reach you?
Name
Email
Phone
(Details here)
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