Feedback 5 Data Survey Does your firm use technology to identify service opportunities? * No Yes Would your firm use technology to identify service opportunities? * No Yes How frustrating is looking for new clients/customers? * 1 2 3 4 5 6 7 8 9 10 1 = Not Frustrating10 = Most Frustrating How frustrating is looking for service opportunities in existing customers/clients? * 1 2 3 4 5 6 7 8 9 10 1 = Not Frustrating10 = Most Frustrating How frustrating is it getting information from a potential client to scope a service? * 1 2 3 4 5 6 7 8 9 10 1 = Not Frustrating10 = Most Frustrating How frustrating is the process of creating service proposals? * 1 2 3 4 5 6 7 8 9 10 1 = Not Frustrating10 = Most Frustrating How frustrating is it getting information from a potential client to create a service proposal? * 1 2 3 4 5 6 7 8 9 10 1 = Not Frustrating10 = Most Frustrating How frustrating is keeping track of and on schedule all the engagement milestones and deadlines? * 1 2 3 4 5 6 7 8 9 10 1 = Not Frustrating10 = Most Frustrating How well can each member of your company identify service opportunities for all your company's services? * 1 2 3 4 5 6 7 8 9 10 1 = Can't identify more than one service opportunity10 = Can identify all service opportunities How well can each member of your company identify service opportunities for all your company's services? * 1 2 3 4 5 6 7 8 9 10 1 = Can't identify more than one service opportunity10 = Can identify all service opportunities What makes finding all service opportunities in a customer difficult? * Too many services for one person to understand all of them. Too many people required in finding all service opportunities. Internal conflicts of personality/interest prevent cross-selling. Customer conversations are difficult to get the right information from. OtherOther How does your business know what professional services to get? * 1 - 5 6 - 10 11 - 15 15 - 20 + 20 How frustrating is figuring out whether your business is eligible for a service? * 1 2 3 4 5 6 7 8 9 10 1 = Not Frustrating10 = Most Frustrating How many hours a week do you spend on Rbundle referral activities? * 1 - 5 6 - 10 11 - 20 21 - 30 31 - 40 + 40 If you are human, leave this field blank. Submit 5 Feedback Rate the Rbundle experience 1 Star 2 Stars 3 Stars 4 Stars 5 Stars 6 Stars If you are human, leave this field blank. Go to Dashboard >