Question
1
of 17. Let's get started!
What types of financing products do you offer? Please pick all options that apply. Use the "Other" option if you have a different model.
Merchant Cash Advance
Business Loans
Equipment Financing
Line of Credit
Invoice Factoring
Purchase Order Financing
Working Capital
Restaurant Business Loans
SBA Loans
Short Term Loans
Other
No Collateral Loans
Question
2
of 17. Off to a great start!
What is your business type?
ISO / Broker / Loan Originator
Direct Lender
Both
Other
Question
3
of 17. This will be quick!
How big is your team (Sales reps, AEs, BDRs, CSMs, Underwriters)?
Just me
2 - 5
6 - 10
11 - 50
51 - 100
101 - 200
201 - 500
Question
4
of 17. Great job!
What is one customer worth to you (average)?
Less than $100
$101 to $500
$501 to $1000
$1000 to $5000
$5000 to $10000
$10000+
Question
5
of 17. Looking good!
How long is your sales cycle?
One-call-close
1 week - 1 month
1-2 months
3-6 months+
I haven’t closed any yet
Question
6
of 17. Nice pace!
When your sales don't close, what is the main reason?
Did not qualify
Offer not given quickly
Gone cold
Not enough follow-up
Went with competitor
Not sure
Other
Question
7
of 17. Keep going!
What is your revenue goal for the next 6 months?
Question
8
of 17. You're doing great!
In your opinion, what is the top challenge preventing you from growing?
Not enough leads/data for sales reps to reach out
Collecting apps and docs from leads
Deals not getting through underwriting for offer
Offers not being accepted, deals not converting to funded
Need more renewals, upsell and referrals
Other
Question
9
of 17. Past the midway mark!
What CRM do you currently use?
Salesforce
Zoho
HubSpot
Custom in-house CRM
Spreadsheet
None
Other
Question
10
of 17. You got this!
What is the main challenge are you facing with your current CRM?
Not customized for my business
Not enough features
Too complex
Too expensive
No support
Other
Question
11
of 17. Keep it up!
What is your title in the organization?
Question
12
of 17. You're amazing!
How soon can you get started if we can provide a meaningful solution to your problem?
Question
13
of 17. No stopping now!
Who are the other decision makers for this purchase? Check all that apply.
Just me
My Business Partner
CEO
VP Sales
COO
Others
Question
14
of 17. Just about done!
What is your website? Just say 'None' if you don't have one yet.
Question
15
of 17. Almost there!
What is your LinkedIn profile link?
Question
16
of 17. One more to go!
How did you hear about us?
Got an email from you
LinkedIn
Facebook
Online search
Saw an article
Heard about you from someone
Used ConvergeHub before
Other
Question
17
of 17. Last one!
Let's talk financial resources for a second..
I'm willing and able to invest financial and time resources
to growing revenue
I have to speak with others in my organization before committing
financial resources
I don't have the financial resources, looking for free resources
