Site & Survey Contact
Identify the facility and who is completing the survey. This information appears on the PDF header and is saved with the record.
Unit System
Applied to labels throughout the survey. All values are stored as entered.
Select Systems On Site
Choose every system present at this facility. The survey then reveals a tailored detail section for each — including all associated equipment (softener, deaerator, RO, demin, chemical feed, etc.).
Chemical Feed Systems & Setpoints
Log every chemical feed program on site — product, feed method, pump/equipment, control setpoint, and target residual. Add a row per product.
| Product / Program | System Served | Feed Method | Pump / Equipment | Control / Setpoint | Target Residual |
|---|
Sales & Opportunity Analysis
Map the account: the opportunity, the economic buyer profile, and every stakeholder with their level of influence and disposition (supporter / neutral / detractor).
Deal Overview
Economic Buyer & Decision Process
Stakeholders & Influence
Add each contact. Mark their role, influence, and whether they are a supporter, neutral, or detractor.
Win Strategy Notes
Review & Generate
Confirm the survey below. Generating the PDF also saves this record to the IWA database.
Export Options
Generate Filled Survey PDF
Downloads a formatted PDF of everything entered and saves the record to Airtable.
Download Blank Template
A blank, printable site-survey form. Requires Name, Email, Company, and Phone.