Business Name *

Email *

What industry best describes your business? *

Legal, Insurance, Real Estate, Government Contracting

Any other service business

Retail, e-commerce, or early-stage startup

Not sure / Other

How many team members do you have? *

6 or more

3-5

1-2

Just Me

How many hours/week do you or your team spend on repetitive tasks? *

10+ hours

5–9 hours

1–4 hours

Less than 1 hour

Which processes are still manual in your business? (Select all that apply) *

How consistent are your systems across your team? *

Everything runs the same way, every time

We have some SOPs, but people do things differently

Nothing is standardized or written down

What systems are you using today? (Select all that apply) *

Outlook/Office 365

CRM (HubSpot, GoHighLevel, Zoho, etc.)

Google Workspace

None of these

Are you currently using automation tools like Zapier, Make, or GoHighLevel? *

Yes, heavily

Yes, a little

No, but interested

No, not interested

How open are you to adopting automation or AI in your business? *

Very open and actively looking

Open, but need help understanding it

Curious, but hesitant

Not interested

When would you ideally want to improve your systems? *

Immediately

Within the next month

In 2–3 months

Just exploring for now

What's stopping you from automating right now? *

No time to set it up

Not sure what’s possible

Budget concerns

Nothing, I just need help