📝 Dolphin Plywood – Client Intake Form
Client Name
Contact Number
Email
Main Products Sold
Primary Customers
Orders Per Day/Week
Expansion Plans
Challenges (Orders/Stock/Payments)
🏭 Inventory & Operations
Inventory Management Method
Tracking Method (Manual/Software)
Material Inward/Outward Tracking
Stock Mismatch/Delays
📦 Billing & Customer Handling
Billing Method
Customer Records Maintained?
Payment/Order Updates Sent?
Need Invoice Automation?
📱 Social Media & Digital Presence
Facebook/Instagram Presence?
Customer Enquiries via WhatsApp?
Interested in Instagram Ads?
Need WhatsApp Catalog?
👥 Team & Workflow
No. of Staff
Sales/Follow-up Team?
Reminder Delays?
💡 Software & Automation
Currently Using Any Software?
Inventory System?
Sales Dashboard?
Lead Tracking?
Face Attendance?
Need Daily/Monthly Reports?
📈 Future Plans
6–12 Month Business Goal
More Sales?
Faster Delivery?
Less Manual Work?
Interested in Automation?
✅ Final Questions
Open to Trial?
Send Sample Layout?
Follow-up Contact Person
✅ Submit Response