1
Business & Contact Information
Business Name
Owner / Contact Name
Email Address
Phone Number
Industry / Type of Business
Number of Employees
Website (if any)
2
Business Operations Overview
Describe Your Day-to-Day Operations
Walk us through a typical workday. What tasks take up most of your time?
Biggest Operational Pain Points
What tasks feel repetitive, slow, or error-prone in your business?
How Much Time Per Week is Spent on These Repetitive Tasks?
Current Tools & Software
3
Tools & Software Currently in Use
ℹ️ Understanding your current tech stack helps us build automations that connect your existing tools — no need to replace what's already working.
CRM / Customer Management
Project / Task Management
Communication Tools
Accounting / Finance
Scheduling / Booking
Email Marketing
Other Key Tools Not Listed Above
Automation Goals
4
Automation Goals & Priorities
What Would You Most Like to Automate?
Select your top priorities
Describe Your Ideal Automated Workflow
If you could wave a magic wand, what would happen automatically in your business?
Have You Used Automation Tools Before?
Are You Open to AI-Powered Automation?
e.g. AI chatbots, AI email drafting, AI lead scoring
5
Data & Integrations
Where Does Your Customer Data Currently Live?
Are There Compliance or Data Privacy Requirements?
e.g. HIPAA, GDPR, PCI-DSS, industry-specific regulations
Do You Have a Developer / IT Person on Your Team?
Success Metrics & Timeline
6
Success & Measurement
How Will You Measure Success?
Select what matters most to you
Expected ROI Timeline
When would you expect to see measurable results?
7
Timeline & Investment
Desired Start Date
Any Hard Deadlines?
Monthly Budget for Automation (tools + services)
Preferred Engagement Model
8
Additional Notes
Anything Else We Should Know?
Specific requirements, past failed attempts, team concerns, or priorities
How Did You Hear About Us?