Smart Hub System: Our All-in-One CRM & Automation Platform

Contact Information

Full Name *

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Business Name *

Address

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City *

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Country *

Country

Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antarctica
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
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Bahrain
Bangladesh
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Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Bouvet Island
Brazil
British Indian Ocean Territory
Brunei Darussalam
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Congo, The Democratic Republic of the
Cook Islands
Costa Rica
Cote D"Ivoire
Croatia
Cuba
Cyprus
Czech Republic
Denmark
Djibouti
Dominica
Dominican Republic
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Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
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Faroe Islands
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Finland
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French Guiana
French Polynesia
French Southern Territories
Gabon
Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
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Guatemala
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Guinea-Bissau
Guyana
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Heard Island and McDonald Islands
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Hungary
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Indonesia
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Iraq
Ireland
Isle of Man
Israel
Italy
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Japan
Jersey
Jordan
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Kenya
Kiribati
Korea People's Democratic Republic
Republic of Korea
Kuwait
Kyrgyzstan
Land Islands
Lao People's Democratic Republic
Latvia
Lebanon
Lesotho
Liberia
Libyan Arab Jamahiriya
Liechtenstein
Lithuania
Luxembourg
Macao
North Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Federated States of Micronesia
Moldova, Republic of
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Namibia
Nauru
Nepal
Netherlands
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Northern Mariana Islands
Norway
Oman
Pakistan
Palau
Palestinian Territory, Occupied
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn
Poland
Portugal
Puerto Rico
Qatar
Reunion
Romania
Russian Federation
Rwanda
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Saint Kitts and Nevis
Saint Lucia
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Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
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Serbia
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Slovenia
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Somalia
South Africa
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Taiwan
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Tanzania, United Republic of
Thailand
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Ukraine
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Virgin Islands, U.S.
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Postal code *

Website

By checking this box, I agree to receive messages from Smart Hub System about my account, orders, and services (reminders, confirmations, notifications). I may also receive marketing messages (offers, discounts, product updates). Message frequency varies. Msg & data rates may apply. Text HELP to +1 (844) 441-0023 for help or STOP to opt out.

About Your Business

What type of business do you run? (choose one) *

Service-based business
Retail
eCommerce
Coaching
Consulting
Creative Agency
Health & Wellness
Nonprofit/Foundation
Restaurants
Gyms
Salons
Real Estate Agents
Healthcare Providers
Contractors
Freelancers
Affiliate Marketers
Online Educators/Tutors/Course Creators
Training Specialist
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How long have you been in business? (choose one) *

Just starting out

Less than 1 year

1–3 years

3–5 years

5+ years

What best describes your current business stage? (choose one) *

Planning/Pre-Launch

Getting established

Growing & scaling

Well-established & optimizing systems

What services or products generate most of your revenue? *

Do you currently offer financing or payment plans? *

Yes

How many people are on your team? *

Just me

2–5

6–10

11-25

26+

To make sure we recommend the right tools and plan for your business, which range best describes your annual revenue? *

Less than $100k

$100K - $500K

$500K - $1M

$1M+

Approximately how many contacts (leads, customers, or clients) do you currently manage? *

0–1,000
1,001–5,000
5,001–10,000
10,001–25,000
25,001+
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Current Tools & Challenges

Which tools are you currently using in your business? (Check all that apply) *

---CRM Tools---

HubSpot

Keap (Infusionsoft)

Salesforce

Pipedrive

Microsoft Dynamics 365

Hootsuite

Sprout Social

Buffer

Later

SocialBee

--- Website Builders ---

Wix

WordPress

Squarespace

Shopify

Weebly

--- Funnel / Landing Page Builders ---

ClickFunnels

Leadpages

Unbounce

Instapage

Kartra

--- Booking / Calendar Tools ---

Calendly

Doodle

Acuity Scheduling

Setmore

SimplyBook.me

--- Communication / VoIP / SMS Tools ---

Google Voice

Zoom Phone

RingCentral

Grasshopper

Twilio

My Cell or Company Cell

Select all that you use for CRM, websites, funnels, booking, communication, and social media.

What are your biggest challenges right now? (Check all that apply) *

Lead Generation and Capture

Automating Sales & Following up Consistently

Organizing Leads and Client Communication

Boosting Appointment Show up Rate

Boosting Online Reputation (Need More Reviews)

Complicated Tools Tech Stack / No Integration

Understanding Marketing ROI

Unorganized Sales Process

Poor Website / Funnel Performance

Not enough Revenue Streams

Building Funnels or Landing pages

Managing Social Media Marketing

Time-consuming Manual Tasks

Setting up eCommerce or Order Tracking

Reporting and Analytics

Designing, Building, and/or Updating Website

Branding and/or Marketing Guidance

Need to implement AI but don't know how

High Cost (Over 5k monthly on software)

Limited Scalability

All of the Above

Other

How satisfied are you with your current tech stack? (1–5 scale 1 Being you Hate it and 5 Being you Love it) *

If you could fix one thing about your current process, what would it be? *

Do you currently manage internal team communication within your business tools? *

Yes (specify tools, e.g., Slack, Google Chat)

Not necessary

Are you currently using an automation platform? *

Yes

I’ve tried one but it didn’t work well

Goals & Needs

What’s most important to you in a new system? *

Speed
simplicity
automation
cost savings
team accountability
customer experience
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What features are you most interested in? (Check all that apply) *

CRM & Lead Management

Business Automation / Workflows

Website Builder

Funnel Builder

Email, Text, & Voicemail Campaigns

E-commerce Store Builder

Course Creation

Booking Calendar

Social Media Management

Reputation & Review Management

Affiliate Manager / Communities

Client Portal

Which of these would create the biggest impact for your business right now? *

WhatsApp Business Integration into your CRM

Boost your local visibility and SEO

Branded Client Portal App your customers can download

Prospecting

Integrated Ad Manager inside your CRM

AI Receptionist for calls, messages, reviews, & more

Do you currently have someone managing your marketing or operations tech? *

In-house
agency
freelancer
I handle it myself
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Would you be interested in additional services to maximize SHS’s value? *

Marketing Strategy Consulting

Website/Funnel/Store Design or Maintenance

Email/Follow-Up/Ad Campaign Creation

Monthly Ad Campaign Management

Graphic Design

Virtual Assistants

Print Needs (e.g. Business Cards, Shirts)

None of the above

Do you already have a website? *

Yes, I already have one & I like it

Yes, I have one but I want to change / update it

No, I need help building one

No, I would like it fully done-for-me

No, I don't need one

How soon are you looking to implement a system like SHS? *

Immediately

In the next 30 days

1–3 months

Just exploring for now

What is your budget range for Business Management Platform like SHS? (Include Marketing Budget) *

$500–$1,000/month

$1,000-$3,000/month

$3,000-$5,000/month

$5,000+

Think: CRM, Marketing, Automation and A.I. tools

Final Touch

How did you hear about Smart Hub System? *

Google Search
Social Media
Referral
Advertisement
Event/Conference
Other
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What would success look like after implementing Smart Hub System into your business 12 months from now? *

Example: More leads, streamlined operations, stronger online presence

Anything else you’d like us to know before your demo? (optional)

Write anything else you want to share

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