Step 1 of 6

Let's start with the basics

Your name required

Business name required

Email address required — I'll send the Opportunity Map here

Industry

How many people work in your business?

1 of 6

Step 2 of 6

What software do you use?

Any other tools not listed above?

Do these systems currently share data with each other, or is it all manual? optional

2 of 6

Step 3 of 6

Where does your time go?

What's your #1 operational frustration right now?

List up to 3 tasks your team does manually that feel like they should be automated think: repetitive, copy-paste, same thing every week

Which of those causes the most errors or frustration? optional

How much time per week does your team spend on purely admin / data-entry tasks?

3 of 6

Step 4 of 6

Reporting & visibility

What numbers or reports do you check regularly? daily, weekly, monthly

How do you currently get those numbers?

They come to me automatically

Someone on my team compiles them

I log into each system separately

I mostly don't — it's too hard to pull together

Are there metrics you wish you had but don't? optional

4 of 6

Step 5 of 6

Customer communications

How do you communicate with customers / clients? bookings, confirmations, reminders, follow-ups

Do you have a process for following up with customers who haven't returned?

Yes, it's automated

Yes, someone does it manually

No — we should have one

Not applicable

5 of 6

Step 6 of 6

Almost done — a couple of practical questions

Have you tried to automate anything before?

Yes, successfully

Yes, it didn't work out

No, but we've thought about it

No, this is new territory

What's your rough budget for this project?

When are you hoping to have something in place?

ASAP

Within 1 month

Within 3 months

No fixed timeline

Anything else you'd like me to know? optional

Something went wrong — please try again or email me directly.

6 of 6

New Client Intake Form

Let's start with the basics

What software do you use?

Where does your time go?

Reporting & visibility

Customer communications

Almost done — a couple of practical questions

Got it — thanks!