Implementation Readiness Audit
Is your agency ready?
This checks whether Bazema can be installed safely inside your agency with minimal disruption.
Section 1 of 7
Agency snapshot
A few basics so we understand the shape of your agency.
What do you mainly do?
How many branches?
Team size (approx.)
Monthly lead volume (roughly)
Main lead sources
Tick all that apply
Section 2 of 7
Your tools
We need to know what you're currently working with so we can build into it.
What CRM do you use?
Do you have access to admin settings in your CRM?
Do you currently use any of these?
Tick all that apply
Website platform
Where do enquiries currently land?
Section 3 of 7
Lead flow reality
How leads actually get handled day to day.
What happens when a new lead comes in right now?
What's your biggest lead handling issue right now?
Do you currently have a defined follow-up standard?
Typical response time to new leads
Section 4 of 7
Capacity and adoption
Whether the system will actually be used properly once installed.
Who will own the system internally?
How open is your team to process changes?
Are you willing to enforce 2 – 3 non-negotiables?
Logging intent on new leads, assigning ownership, setting next touchpoint
Do you want the system to reduce manual follow-up?
Section 5 of 7
Data and database
What's sitting in your CRM and whether we can safely work with it.
Do you have an existing database of old leads?
Approx size of old contact database
Data quality
Consent / marketing permissions
Section 6 of 7
Compliance and risk
A few questions to make sure we can install messaging safely.
Are you GDPR compliant today?
Do you have a privacy policy and cookie policy on your site?
Do you send marketing messages now (SMS / email)?
Do you have a process for opt-outs?
Section 7 of 7
What you're looking for
So we can recommend the right starting point.
Primary goal
Success in 90 days would look like...
Pick up to 2
Budget comfort
Optional
Where should we send your full result?
We'll email your personalised audit breakdown immediately.
Analysing agency profile...