Drapery Company Pre-Meeting Questionnaire

CRM discovery preparation

A clearer picture before we meet.

To make the best use of our time together on Monday, please answer what you can in advance. Estimates are perfectly fine, and you can leave anything blank that is better discussed in person.

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01

Business basics

A few details about the shape of the company today.

02

Team roster

Names and roles help us map who touches each job.

Name, role, employee or contractor
Name and primary responsibilities
Name, specialty, employee or contractor
Name and primary responsibilities
03

Current systems

Where information lives and how work is coordinated.

04

Lead sources

How new residential, commercial, and trade opportunities enter the business.

Examples: referrals 40%, website 20%, showroom 15%, designers 15%, builders 10%
05

Consultation and sales

The path from first conversation to approved order.

06

Workroom and materials

How an approved job becomes a finished product.

07

Installation and completion

The final handoff, scheduling, and closeout process.

08

Volume and mix

Approximate numbers are enough for early planning.

Optional, if readily available
09

Top three pain points

The frustrations that cost the most time, create risk, or affect the customer experience.

Ready to share?

Copy a clean, formatted summary of every answer so you can paste it into an email or text message.

Prepared by Ramsey Web Solutions for The Drapery Company CRM discovery conversation.