ACT Goal Setting
This form is designed to help you organize and communicate your business goals as they relate to ACT. In addition, this gives us a road map that we can use to help you make ACT a more effective tool.

Most businesspeople and ACT users work with clients and prospects and that is our focus.  If you use ACT for a different reason, please tell us how you use it to the best of your ability.


Name

 
Company
Telephone
Email  
How long have you been using ACT?
How many ACT users do you have?

Give us a brief overview of what you are trying to accomplish with ACT:
   
Clients  
How many clients
 do you have?
Can you do repeat business with your clients?
Yes
No
How often would you like to follow-up your clients?

How do you communicate with your clients?
check all that apply
Telephone
Email
Fax
Letters
Postcards
Website
Blog
   

At a minimum, how often would you like to contact your clients?
Daily
Weekly
Monthly
Bi-Monthly
Quarterly
Yearly
   
Prospects  

Who are your prospects?
How many prospects do you currently have?

How often do you contact your prospects?


How do you currently market to a prospect?
check all that apply
Telephone
Email
Fax
Letters
Postcards
Website
Blog

 



 


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