Step 1 of 5 20%
Step 1 of 5

What kind of business are you running?

Agency / Marketing
Client services, campaigns, media buying
Real Estate
Brokerage, property management, investing
Professional Services
Law, consulting, accounting, HR
Finance / Insurance
Lending, insurance, wealth management
Healthcare / Wellness
Clinics, med-adjacent, wellness brands
Retail / E-commerce
Online stores, wholesale, distribution
Construction / Trades
Contracting, field services, facilities
Other
Something else entirely
Step 2 of 5

How many people are on your team?

Just me
Solo operator or founder-only
2 to 10
Small team, everyone wears multiple hats
11 to 50
Growing team with defined departments
51 to 200
Established company with real operational weight
200+
Large org, complex processes across teams
Step 3 of 5

What does your team spend time on every week?

Select everything that applies. No wrong answers.

Manual data entry
Moving info between tools, updating spreadsheets, CRM logging
Lead follow-up and outreach
Chasing leads, sending reminders, tracking who responded
Building reports and summaries
Weekly reports, performance summaries, status updates for clients or leadership
Research and qualification
Looking up prospects, verifying info, scoring leads before reaching out
Document review and processing
Reading contracts, extracting data from PDFs, reviewing submissions
Client or customer onboarding
Intake forms, welcome sequences, getting new clients up and running
Scheduling and coordination
Back-and-forth booking, routing tasks to the right person, calendar management
Invoicing and payment follow-up
Creating invoices, chasing payments, reconciling records
Step 4 of 5

What's the bottleneck that costs you the most?

Pick the one that keeps you up at night.

Too much manual work slowing us down
My team is capable but buried in repetitive tasks
We lose leads because follow-up is too slow
Leads go cold before we get back to them
I don't have clear visibility into the business
Reports are late, outdated, or require too much work to produce
We can't scale without just hiring more people
Every new client means more headcount
Getting new clients started takes too long
Onboarding is inconsistent, slow, and manual
Step 5 of 5

What would fixing this be worth to your business?

Honest answer only. This helps us scope the right solution for you.

Nice to have right now
We're still early, exploring what's possible
Meaningful: it would change how we operate
This is a real problem costing real money
Significant: we're actively looking for a solution
We've already tried to solve this and it hasn't worked
Critical: it's limiting our growth ceiling
Solving this unlocks the next level for the business
Your automation opportunity
High Fit

Based on your answers, your business has multiple high-value workflows that are strong candidates for AI automation.

15-25 hrs
Estimated hours recovered per week
4
Automation opportunities identified
What we'd likely build for you

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