Automation Project Deep Dive

Company / Business Name(Required)

Email(Required)

CRM Functions

What are the top 3 goals you want from your CRM, email, and automation system?(Required)

Please provide any additional CRM functions not listed above.

Please include details on any integration with other systems.

Please provide any additional email content not listed above.

Do you have products that you prefer to push at certain times of the year? Products you prefer not to promote?(Required)

What promotions do you have currently planned throughout the year? How often do they change? (Monthly, quarterly, sporadically etc.)(Required)

List 3 companies that have emails that you like, tell us why you chose these companies and what you like about them.(Required)

Note: they do not have to be from your industry. If you aren't sure, please share three websites of brands that you like.

Development & Logistics

Provide system access.

For each system that will be part of the audit, create a CFMedia Admin account with the email accounts@cfmedia.net and the phone number 904-208-2747. Once this is created, we will reset the password to login and begin your audit. Note: DO NOT put passwords in this field.