All 58 research questions.
Exact fielded prompts. Every question has saved answers on all three engine configurations.
- B01what is CMS software and do I actually need one for my business website
- B02how do I automate my marketing campaigns without hiring a developer
- B03what's the best CRM software for a small business
- B04what's the best content management system for a small business website
- B05what's an easy way to manage website content without knowing how to code
- B06what customer service solutions actually work for handling tickets, live chat and a help center in one place
- B07what's the best email marketing software for a small business
- B08how can I generate more leads from my website without spending a ton on ads
- B09what do CRM tools actually do and do I really need one
- B10what's the best customer service software for a small business
- B11what's the best inbound marketing software for a small business
- B12what are the best analytics tools for tracking marketing performance
- B13is there a CRM platform that connects marketing, sales, and customer service data in one place without needing a bunch of integrations
- B14how do I set up my first email campaign to nurture leads
- B15email marketing tool that connects to my CRM so I can personalize emails based on customer data
- B16what's the best marketing automation software for a small business
- B17is it worth using a customer service tool that's built into my CRM instead of a separate help desk
- B18can I automate my sales process without paying for a separate tool if I already use a CRM for marketing and customer support
- B19is there a CMS that connects my website to my CRM so I can personalize pages for each visitor
- B20what are the best sales automation tools to save reps time on follow-ups and data entry
- B21marketing automation platform that connects with my CRM so sales and marketing see the same lead data
- B22how can I connect marketing, sales, and customer service data into one dashboard to see revenue attribution
- B23what is a marketing automation platform and do I actually need one
- B24what are the best lead generation tools for a small business
- B25is it worth paying for email marketing software or can I just use free tools
- B26what are the best inbound marketing strategies that actually work
- B27how do I capture and track leads in one place instead of using separate landing page and CRM tools
- B28how do I automate my sales process from lead to closed deal
- CRM-X01-1Our customer spreadsheet is shared by three people and follow-ups are getting missed. Do we need a CRM or a better spreadsheet process?
- CRM-X01-2I run a solo consulting business with a small number of active clients. Should I use a CRM, a contact manager, or my existing email and calendar?
- CRM-X01-3What should I track for a month to decide whether switching from spreadsheets to a CRM would actually help our sales team?
- CRM-X02-1What kind of CRM fits a B2B sales team with several decision-makers involved in each deal?
- CRM-X02-2What CRM features matter for a service business that gets most new clients through referrals and repeat relationships?
- CRM-X02-3For a small service business, which customer information belongs in the CRM and which belongs in project management software?
- CRM-X03-1How should a five-person sales team compare the total first-year cost of CRM software, including setup, integrations, and support?
- CRM-X03-2When does a free CRM stop being a good deal for a growing sales team?
- CRM-X03-3Which CRM pricing limits should I check before adding more users, contacts, or sales pipelines?
- CRM-X04-1How do we move contacts, deal history, and notes from our current CRM without losing important information?
- CRM-X04-2Can we test a new CRM with part of the sales team before moving everyone over, and how should we compare the results?
- CRM-X04-3What should we check about data exports and integrations before committing to a CRM so we can switch later if we need to?
- CRM-X05-1What is the minimum CRM setup a small sales team needs before it starts using the system?
- CRM-X05-2How can we tell whether a CRM can be set up by our team or will need a consultant?
- CRM-X05-3Before moving our whole team to a new CRM, what should we test about permissions, automations, and reporting with a small sample of real deals?
- CRM-X06-1Our sales reps avoid updating the CRM. How do we work out whether the problem is the tool, the process, or training?
- CRM-X06-2During a CRM trial, what daily tasks should sales reps test to compare usability and the time spent keeping records up to date?
- CRM-X06-3What would a practical first-month rollout plan look like for a team using CRM software for the first time?
- CRM-X07-1How do we stop duplicate contacts when leads enter our CRM through forms, imports, and integrations?
- CRM-X07-2What should we clean up in our customer spreadsheet before importing it into a CRM?
- CRM-X07-3How can a small team keep customer records accurate when several people update the same accounts?
- CRM-X08-1What should we look for in a CRM that logs email and calendar activity without making reps enter everything twice?
- CRM-X08-2Which CRM capabilities matter most for salespeople who meet customers away from a desk?
- CRM-X08-3How can we test whether a CRM syncs reliably with our existing email and calendar before buying it?
- CRM-X09-1How should CRM access be set up so salespeople can work their own deals while managers can see the full pipeline?
- CRM-X09-2What CRM features help prevent leads from being lost or contacted twice when they move between team members?
- CRM-X09-3What should happen to customer records, ownership, and follow-up tasks when a salesperson leaves the company?
- CRM-X10-1What should a growing sales team look for in CRM pipeline reporting beyond a list of open deals?
- CRM-X10-2How can we tell whether our CRM sales forecast is useful when reps update deal stages inconsistently?
- CRM-X10-3When does a business need multiple CRM pipelines, and how should it compare tools for managing them?