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Desire me

Page 1 of 5

When it comes to your client intake and onboarding process, what is your biggest challenge? It's inefficient or poorly defined There's not enough client interest or awareness/Prospects are not appropriately qualified My team struggles with the procedure and individual roles are poorly defined Our technology platform isn't adequate

Page 2 of 5

What is the main obstacle to expanding your client base? Our internal processes are not scalable and inefficient Our marketing and outreach strategies are ineffective Our team lacks the necessary skills or coordination Our technology doesn't support efficient expansion

Page 3 of 5

What problem arises most frequently in your daily operations? Inefficiency due to inconsistent or ineffective processes Difficulty in attracting new clients/Prospects are inappropriate for our desired market segment Conflicts or inefficiency within the team Technological failures or inefficiencies

Page 4 of 5

In envisioning the future growth of your firm, what worries you the most? Our processes aren't ready for scaling up Our marketing won't be able to attract more clients Our team may not be able to handle increased workload Our technology may not keep up with the growth

Page 5 of 5

When it comes to training new hires, what issue do you often encounter? Our training processes are confusing or inefficient New hires struggle to understand and communicate our brand effectively/We struggle to find qualified candidates There's a lack of collaboration and support within the team New hires struggle with our technology

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