1
About You & Your BusinessLet's start with the basics
Tell us who you are and what your business does so Daniel can research you before the call.
Your Details
Your Business
About Your Business
Step 1 of 5
2
Current Technology StackWhat tools do you currently use?
Select everything your business uses. This tells us what we can connect, automate, and integrate with — no setup from scratch.
CRM & Sales
HubSpot
Salesforce
Zoho CRM
Pipedrive
Monday.com
ActiveCampaign
Spreadsheet only
No CRM
Accounting & Finance
Xero
MYOB
QuickBooks
Reckon
FreshBooks
Sage
Excel / Sheets
No accounting software
Communication & Email
Gmail / Google Workspace
Outlook / Microsoft 365
Slack
Microsoft Teams
Mailchimp
Klaviyo
ActiveCampaign
Twilio / SMS
Bookings & Scheduling
Cal.com
Calendly
Acuity
SimplyBook
HotDoc
Manual / Phone
No booking system
Phone & Customer Support
Mobile only
VoIP (RingCentral, etc)
Aircall
Zendesk
Freshdesk
Intercom
No support system
Marketing & Social Media
Instagram
Facebook
LinkedIn
Google Ads
Meta Ads
SEO / Blog
TikTok
YouTube
None
Other Tools
Shopify
WooCommerce
WordPress
Notion
Airtable
Zapier / Make
Google Drive / Docs
Dropbox
Any Other Tools?
Step 2 of 5
3
Pain Points & Current ProblemsWhat's slowing your business down?
Be as specific as possible — the more detail you give, the better Daniel can pinpoint exactly what to automate.
Which of these are costing you the most time? (select all that apply)
📞 Answering repetitive phone calls
📅 Booking & scheduling appointments
📧 Following up on leads & enquiries
🧾 Processing invoices & bills
📋 Data entry & admin tasks
💬 Responding to customer questions
📄 Generating quotes & proposals
📊 Reporting & weekly updates
🔁 Chasing unpaid invoices
🗂️ Document collection from clients
📱 Social media & content posting
👤 Staff onboarding & HR tasks
Be specific — what task, how long does it take, how often does it happen?
💸 Lost revenue / missed leads
😤 Staff burnout & frustration
😞 Poor customer experience
🐌 Slow response times
❌ Errors & mistakes
📉 Can't scale without hiring more staff
Step 3 of 5
4
Goals, Budget & TimelineWhat does success look like for you?
This helps Daniel prepare a realistic proposal and make sure the call focuses on what actually matters to you.
What do you most want to achieve? (select up to 3)
🚀 Grow revenue without extra staff
⏱️ Save time on admin & operations
📞 Never miss a lead or enquiry
😊 Improve customer experience
💰 Reduce staffing costs
📈 Scale the business faster
🔄 Reduce errors in processes
🌙 Run 24/7 without extra cost
Budget
One-time build & implementation cost
Ongoing tools, hosting & maintenance
Timeline & Urgency
1
2
3
4
5
6
7
8
9
10
Not urgent at allExtremely urgent
Step 4 of 5
5
Final DetailsAlmost done — a few last questions
These help Daniel fully understand your situation before the call so he arrives prepared with real ideas, not generic advice.
Your Background
No — completely new to this
Tried a bit — didn't stick
Some tools running (basic)
Yes — quite experienced
Your Decision Context
I'm the sole decision maker
Business partner
Finance / CFO approval needed
IT team sign-off needed
Board / directors approval
Final Notes
💰 Cost / ROI uncertainty
🔧 Too complex to implement
🔒 Data security & privacy
👥 Staff resistance to change
⚙️ Reliability — what if it breaks?
📞 Customer won't like talking to AI
No major concerns
Step 5 of 5
You're all set!
Thank you — Daniel will review your answers before your call and arrive prepared with specific automation ideas tailored to your business.
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