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Pre-Implementation Questionnaire

5 Minutes to a Smarter Setup:
Complete Your Investor Profile

This short survey helps us securely set up your Left Main org, connect your tools, and prepare your data. Please complete before the scheduled kick off call.

Tell us about you

Tell us about you

Who will be you primary administrator?

Who is responsible for your lead management/acquisitions?

You can add additional users at any time.

Who is responsible for your transaction coordination/dispositions?

You can add additional users at any time.

What email provider do you use?

What Telephony/CTI system do you use?

Which website builder do you user?

What contract software do you use?

Pay Per Lead Sources

Zapier

Are you moving data from another system into Left Main?

Will your team be able to participate in 1-2+ meetings per week for 4 weeks to complete the implementation?

What else we should know to set this up correctly the first time?

What does success look in Left Main look like to you?

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Hands-on tech. Real implementation. Systems that actually work.

Sept 19–21, 2026 · Dallas, TX

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