This helps us understand your current technology stack and what integrations or improvements are needed. List everything you use.
DD17 - What CRM or contact management system?
How do you track leads and customers? What software? Is it working? Is it connected to anything?
DD18 - Email marketing platform?
What do you use for email marketing? Is it set up? Are you using it? Is it integrated with your CRM?
DD19 - Scheduling and calendar tools?
How do customers book appointments? Manual? Automated? What software?
DD20 - Project management tools?
How do you manage jobs and tasks internally? What software? Is it working for you?
DD21 - Payment processing and invoicing?
How do you bill and collect payment? What systems? Any integration with accounting?
DD22 - Other software and tools you use?
Everything else - estimating software, design tools, inventory management, communication platforms, anything relevant.
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