Welcome to Nutech survey where we want to know a little bit before our audit. It is important that you spend time in this area because it is the starting point to best understanding your business.
Analyze Business Growth Potential
These questions helps assess the client’s current tools, platforms, and technologies, so you can identify what needs to be integrated, improved, or replaced.
CRM and Client Management:
Invoicing, Payments, and Financial Systems:
Project and Task Management:
Communication Tools:
Social Media and Marketing Tools:
Reporting and Analytics:
These questions collects details about daily operations to identify areas for automation and optimization.
Service/Project Lifecycle:
Task Assignments and Internal Workflow:
Vendor and Supplier Coordination:
Client Communication and Project Updates:
Service Delivery Challenges:
Billing and Invoicing:
These questions ensures you have the right financial and payment data to integrate into the solution.
Billing Process:
Payment Methods and Processing:
Automated Payment Workflows:
Vendor and Supplier Payments:
Financial Software:
These questions collects critical client data to personalize service delivery and manage client relationships effectively.
Client Information:
Client Onboarding Process:
Communication Preferences:
Client Retention and Feedback:
Client-Specific Data Tracking:
These questions focuses on understanding the client’s long-term business objectives and growth strategy to align the solution accordingly.
Short-Term and Long-Term Business Goals:
Challenges in Meeting Goals:
Client Acquisition and Retention:
Sales and Revenue Objectives:
Scaling and Expansion:
These questions outlines the timeline and key milestones for solution delivery.
Project Start and End Dates:
Training and Onboarding:
Feedback and Review:
