Overview
The CIMcloud Customer IQ (Interaction Questionnaire) is a structured discovery questionnaire designed to help us understand how your business actually works — not just how ecommerce works in theory.
It captures key information about your goals, customers, internal processes, ERP environment, and how orders, pricing, payments, and service requests function today. For B2B organizations with real-world complexity, this context is essential to designing the right ecommerce and customer portal solution.
Think of it as the foundation for a productive, efficient discovery process.
Why We Ask You to Fill It Out
Completing the Customer IQ upfront helps both your team and ours:
- Nail down scope and requirements early
We align on what truly matters before recommendations, estimates, or timelines are discussed. - Surface blind spots and constraints
The questionnaire helps uncover risks, dependencies, and assumptions early — when they’re easiest to address. - Avoid generic demos and assumptions
Your responses allow us to tailor demos, conversations, and architecture to your business reality. - Save time in meetings
Instead of spending calls gathering basic information, we can focus on strategy, tradeoffs, and solutions. - Get more accurate guidance
Better inputs lead to better recommendations, clearer scope, and fewer surprises later.
All information provided is treated as confidential and used solely to evaluate and scope your potential project.
How Long Does It Take?
Most prospects complete the Customer IQ in 15–30 minutes, depending on familiarity with their systems and how much detail they choose to provide. Best estimates and high-level answers are perfectly acceptable — it does not need to be exhaustive or “perfect.”
You may also collaborate internally or complete it in stages if helpful.
Download the Customer IQ
Download the Customer IQ here.
If you have questions while completing it or aren’t sure how to answer a specific section, just let us know — we’re happy to help.