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Business Automation Interest Form
Want to explore how automation could transform your business? Take 3–5 minutes to complete this form, and our team will reach out within 2 business days to discuss your goals and how we can support you.
Full name
*
Business Name
*
Business Email
*
Contact Number
*
What Best Describes Your Role
*
What Best Describes Your Role
A
Owner
B
Manager
C
Team Lead
D
Admin/Operations
E
Other
Roughly what stage is your business at?
*
Roughly what stage is your business at?
A
Pre Revenue
B
Under 100k/year
C
100k to 300k/year
D
300k to 1M/year
E
1M to 5M/year
F
5M+
Where do you feel the biggest bottleneck or money leak is happening right now?
*
Where do you feel the biggest bottleneck or money leak is happening right now?
Getting new enquiries
Responding to enquiries quickly
Qualifying leads
Sending quotes
Following up
Booking customers in
Handover to team/staff
Completing jobs/services
Sending invoices
Getting paid
Reviews/referrals
Repeat business
Not sure
Is there anything else you'd like to add about your situation?
*
What tools do you currently use?
*
What tools do you currently use?
Xero
Gmail / Google Workspace
Outlook / Microsoft 365
Google Sheets / Excel
Booking system
CRM
Job management software
What tools do you currently use?
None / I use mostly manual processes
What tools do you currently use?
Website forms
Social media inboxes
Other
Which investment range best reflects what you are prepared to consider if the solution is the right fit?
*
Which investment range best reflects what you are prepared to consider if the solution is the right fit?
A
Under $2,000
B
$2,000–$5,000
C
$5,000–$10,000
D
$10,000+
E
Not sure yet
Are you the person who can approve this project?
*
Are you the person who can approve this project?
A
Yes
B
No
C
I share the decision with someone else
When would you ideally like this improved?
*
When would you ideally like this improved?
A
As soon as possible
B
Within 30 days
C
Within 60–90 days
D
Later this year
E
Just exploring
Submit