A short description is enough for the first review. Please keep it data-light. Do not submit credentials, private files, customer lists, payroll, bank, tax, legal, medical, or raw email data.
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1. Basic contactName * Email * Business or project type * Choose the closest match Contractor / trades Local service business Professional service Agency / studio E-commerce / online business Internal team / operations Founder project / new business Other Business stage optional No preference Already operating Preparing to launch Testing an idea Internal / admin project 2. What kind of work do you want cleaned up?Choose the closest area choose all that apply. Lead intake or contact forms Estimate or quote follow-up Scheduling or appointment coordination Email follow-up or customer messages Invoices, payments, or reminders Reports, spreadsheets, or recurring summaries CRM or database updates Document or form processing Team handoffs or approvals Not sure yet
Describe the repeated work * Example: After someone requests an estimate, we manually check email, update a spreadsheet, remember to follow up, and sometimes forget who already replied. 3. What makes it painful today?What is taking too much time or getting missed? choose all that apply. Copying information between tools Remembering follow-ups Waiting for approvals Rewriting the same messages Finding the latest status Updating spreadsheets or CRM Preparing reports Sorting incoming requests Other
Optional: a short example optional Example: The owner has to check every estimate before the customer gets a final response. 4. Tools involvedWhich tools are part of this process? choose all that apply. Gmail / Google Workspace Outlook / Microsoft 365 Google Sheets Excel Google Calendar QuickBooks Stripe / payments CRM ServiceTitan Jobber Housecall Pro Shopify Zapier / Make / n8n Other Not sure
5. What would a better version look like?What would help most? choose all that apply. Fewer missed follow-ups Faster intake review Cleaner handoff between people Draft replies prepared for review A daily or weekly summary Automatic reminders Better tracking of status Cleaner reports Less copy/paste Help deciding what is safe to automate
Anything that should not happen automatically? optional. choose all that apply. Sending customer messages Pricing or discount decisions Payment or invoice actions Legal, tax, payroll, or medical decisions Changing records in business software Anything involving private customer data Not sure yet Nothing specific yet
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