Intake »

Step 1 of 8

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Section 1: The Basics (30 seconds)

1. Your Name(Required)

First Last

2. Your Email(Required)

3. Business Name(Required)

4. Industry (E.g., Real Estate, Marketing Agency, E-commerce, Accounting, Construction)(Required)

5. Roughly how many people work in your business?

Just me

2-5

6-15

16-50

50+

Section 2: What You Do (1-2 minutes)

6. In one sentence, what does your business sell? (E.g., 'We help small businesses with their bookkeeping' or 'We sell custom furniture online')(Required)

7. Who is your typical customer? (E.g., 'Small business owners with 5-20 employees' or 'Homeowners aged 35-55 doing renovations')(Required)

8. How do most of your customers find you? (Select all that apply)(Required)

Referrals / Word of mouth

Google search / SEO

Social media (organic)

Paid ads

Cold outreach (email, calls, DMs)

Events / Networking

Section 3: The Founder's Time (1-2 minutes)

9. As the founder/owner, what are the top 3 tasks that eat up most of YOUR time each week? (Think about the stuff that pulls you away from high-value work. The things that make you say 'I shouldn't be doing this myself.')(Required)

10. If you had a magic wand and could instantly get 10 hours of your week back, what task would you eliminate first? (Don't worry about whether it's realistic. What's the one thing that, if it just handled itself, would change everything?)(Required)

Section 4: Lead Generation & Marketing (1 minute)

11. When it comes to getting new leads and marketing, what's the biggest challenge you're facing right now? (E.g., 'We don't have a consistent way to generate leads,' 'Content creation takes forever,' 'We're not showing up on Google,' 'Social media feels like a time sink with no ROI')(Required)

Section 5: Sales (1 minute)

12. Do you have a sales team or is it just you handling sales?(Required)

Just me

Me + 1-2 others

Dedicated sales team (3+)

We don't really do "sales" (e.g., e-commerce, self-serve)

13. When it comes to closing deals and sales, what's the biggest issue you're facing? (E.g., 'Low conversion rate,' 'Leads go cold before we follow up,' 'Sales reps not using the CRM properly,' 'No clear sales process,' 'Proposals take too long to create')(Required)

Section 6: Service Delivery / Operations (1 minute)

14. When it comes to delivering your product or service, what's the most time-consuming part of the process? (Think about the steps between 'customer says yes' and 'customer is happy.' Where does it get slow or messy?)(Required)

15. Is there something in your operations you've tried to fix multiple times but still hasn't been solved? (Optional: That recurring problem that keeps coming back no matter what you throw at it.)(Required)

Section 7: Customer Support & Client Management (1 minute)

16. When it comes to supporting customers or managing client relationships, what causes the most headaches? (E.g., 'We get the same questions over and over,' 'Hard to keep track of client communications,' 'Onboarding new clients is messy,' 'We drop the ball on follow-ups')(Required)

Section 8: AI Experience & Expectations (1 minute)

17. Have you or your team tried using any AI tools yet? (ChatGPT, Notion AI, Fireflies, etc.)(Required)

No, haven't tried anything yet

Yes, but not consistently / didn't stick

Yes, we use a few tools regularly

Yes, we're pretty AI-savvy already

18. If yes, which tools have you tried and what was your experience? (Optional)(Required)

19. If this audit goes well and we find some big wins, what would success look like for you? (E.g., 'Save 10 hours a week on admin,' 'Stop losing leads to slow follow-up,' 'Finally get my weekends back,' 'Be able to scale without hiring')(Required)

20. Is there anything specific you're hoping I look at during the audit? (Optional: Any particular process, tool, or frustration you want me to dig into?)(Required)

Pre-Audit Intake Form