Let’s Get to Know Your Business!

Please complete this form to help us understand your needs and tailor our solutions to your goals. Your information will be kept confidential and used to prepare for our consultation.

Section 1: Business Information

1. Your Name: *

2. Business Name: *

3. Email Address: *

4. Phone Number *

5. Website (if applicable):

Section 2: Business Overview

6. What industry does your business operate in? *

Nonprofit

Service-Based Business

Mid-Sized Corporation

Other

7. How many team members or employees do you have?

10-20

20-50

50-100

100+

8. What are your primary goals for reaching out to CoreFlow Solutions?

Please list other goals if you selected "other".

Section 3: Operational Challenges

9. What challenges are you currently facing? (Select all that apply)

Inefficient workflows

Lack of clear Standard Operating Procedures (SOPs)

Disconnected or underperforming systems

Difficulty managing customer interactions and feedback

Struggling to track Key Performance Indicators (KPIs)

Other

Please list other challenges faced if you selected "other" above

10. What is the most time-consuming part of your daily operations? *

Section 4: Technology and Systems

11. Are you currently using any systems or tools to manage your business operations? *

Yes (Please list it down on the space given below)

Please list down additional tools or system you're using HERE if you selected "yes" above.

12. Have you implemented automation in any part of your business? *

Yes

13. If yes, what areas are automated? *

Customer communication

Task management

Payment processing

Other

Please list down other areas that is being automated if you selected "other" above) *

Section 5: Customer Experience

14. How would you describe your current customer journey? *

Structured and clear

Needs improvement

Unclear or inconsistent

What is one area of your customer experience you’d like to improve? *

Section 6: Consultation Preparation

16. What would you like to achieve during your CoreFlow Solutions consultation ? *

How did you hear about us?

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from Kay Cole Enterprises . Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time.

Thank you for providing these details! Our team will review your information and contact you shortly to confirm your consultation and discuss how we can help your business thrive.