Client Questionnaire
Please complete this questionnaire to begin the Megaverse Valet CRM setup.
The information will be kept confidential and will only be used by Qode Media Professionals
Primary Contact Information
Account Setup
Calendar
MegaverseValet offers a variety of calendar types to cater to different scheduling needs:
1. Service Calendar: Seamless scheduling for service businesses
2.Class Booking: Contacts can schedule a meeting with a single person on your team.
3. Simple Calendar: Useful for tasks or events that have not yet been assigned to a specific individual or team.
4. Round Robin Calendars: These allow for appointments to be distributed evenly among team members.
5. Collective Booking: Schedule meetings with multiple team members simultaneously, ideal for sales calls, technical support, interviews etc.
Marketing Automation
Sales Funnels
Platform Access
Please provide the following information for the team member who will need access to the platform:
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