RC-NextShift Client Questionnaire
Answer a few questions and I’ll follow up with next steps.
Full name
Email
Phone (optional)
Business name
Website / social link (optional)
What do you want help with?
Select one…
Automation & follow-ups
Client onboarding system
Scheduling + reminders
Payments / invoicing setup
CRM / pipeline setup
General workflow cleanup
What tools do you use now? (optional)
What’s the biggest bottleneck right now?
Timeline
Select one…
ASAP (this week)
2–4 weeks
1–2 months
Just exploring
Best way to contact you
Select one…
Email
Text
Phone call
Submit