Client Onboarding Journey 1. What is the main purpose you want our software to solve for your organization? *2. Which department do you want to set up first? *SalesSupportMarketingDo you currently have a sales funnel? *YesNoDo you have defined stages in your sales pipeline? *Mention stages or write “Not defined”.Do you currently have a ticket/support system? *YesNoPlease explain how your current ticket or support process works *3. What type of business do you operate? *Product-based businessService-based businessE-commerceWholesaler / DistributorRetailerExport / ImportMarketplaceOtherPlease specify *4. Do you have a website or landing page?5. Which channels do you want to connect with our system? *FacebookInstagramTelegramWhatsApp CloudTikTokWeChatPhone CallsWebsite (Forms / Chat)EmailWalk-in / OfflineOtherMention channel name *6. How many people will use this system? *7. Who will be responsible for managing this project? *Owner / FounderManagerSales ExecutiveSupport ExecutiveOtherPlease specify *Please enter your name *Please enter your phone number *8. How do you currently manage customer leads? *Manually (Excel, notebooks, etc.)CRM or lead management softwareWe are newPlease mention the software name *9. Please specify the average number of leads/ticket generated per month. *10. Do you currently run paid advertisements? *Yes, continuouslyYes, occasionallyNo, not at the moment11. How did you hear about IHAKIMI? *ReferralSocial MediaGoogle / SearchWebsiteEvent / WebinarOtherReferred by whom? *Submit
