Relevant Questions

At Forward Solutions, we understand that running a business comes with unique challenges—especially when it comes to managing online tools, customer journeys, and optimizing workflows. To better understand how we can assist in streamlining your operations and creating tailored solutions, we’ve developed a few key questions as a starting point for our conversation. These questions will help us assess your current practices and identify areas where we can implement the right technologies to save you time, boost efficiency, and help move your business forward.

Database Solutions

  • Do you currently use any project management tools like Trello or Asana?
  • Are you using any customer relationship management (CRM) software, such as Salesforce or HubSpot?
    • If no: How do you currently manage your customer relationships and data?
  • Do you utilize any email marketing platforms, such as Mailchimp or Constant Contact?

Marketing & Sales Solutions

  • Are you using any cloud storage services like Google Drive or Dropbox?
    • If yes: What do you primarily use [Google Drive/Dropbox] for in your business operations?
    • If no: Are you keeping all of your documents on a secured server or just on your personal computer?
    • Follow-up: How do you typically log into these cloud storage services? Are you using a business account, personal account, or shared access?
  • Do you have an e-commerce platform integrated into your website, like Shopify or WooCommerce?
    • If no: Are you considering integrating an e-commerce platform in the future, or do you use another method for online sales or online invoicing?

Customer Journey Solutions

  • Do you have a documented flow of your customer’s journey from first contact to final purchase?
    • If yes: Do you use a Google Sheet, a CRM, or another tool to keep track of your client’s journey?
    • If no: Is creating a documented flow of your customer’s journey something you’d like to explore further?
  • Are there specific stages in your sales funnel where you notice a significant drop in customer engagement or conversion?

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