MBA - Customer Discovery

This survey is part of a project for my MBA program and is not officially associated with SIFTR. Your insights are incredibly valuable to me. Thank you for taking the time to share your thoughts.

First Name *

Last Name *

Email *

Phone *

Name of your company? *

I agree to terms & conditions provided by SIFTR. By providing my phone number, I agree to receive text messages from the business.

Current Process Deep Dive: "Can you describe the last time you managed a lead from door-knocking to follow-up? What steps did you take, and what tools did you use?" *

Organizational Challenges: "Tell me about a recent instance where you felt your lead management process was not as efficient as it could be. What happened, and why do you think it occurred?" *

Tool Integration and Usage: "How do you currently integrate your sales and tracking activities with your CRM? Can you share specific examples where this process was either smooth or challenging?" *

Essential Features Inquiry: "Thinking about the tools you use for lead tracking, what are the must-have features that genuinely make a difference in your day-to-day work? Why?" *

Past Solution Experiences: "Have you tried any solutions or tools in the past aimed at improving your sales process? What was your experience, and why did you stop or continue using them?" *

Follow-up Strategy Effectiveness: "How do you currently track the effectiveness of your follow-up strategies with leads? Can you share an example of a strategy that was particularly successful or one that didn't work out as expected?" *

Organizational Skill Impact: "Reflecting on your experience, how much has organizational skill, or the lack thereof, impacted your or your team's sales performance? Can you share a specific example?" *

New Tool Adoption Hesitations: "When considering adopting a new tool for lead management, what are your main concerns or deal-breakers?" *

Automated Outreach Perception: "How do you feel about automated outreach methods (texts, emails) in your sales process? Can you recall any specific feedback from leads on this approach?" *

Unaddressed Needs: "Beyond tracking and follow-up, are there aspects of your sales process you wish were easier or more efficient? What are they, and why?" *

Setter/Closer and Ad Manager Utilization: "How do the setter/closer program and ad manager services fit into your sales strategy? What specific results or improvements have you noticed?" *

Would you be interested in a follow-up session to review any changes we make and/or to discuss further potential solutions? *