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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
*
A
Owner
B
Manager
C
Team Lead
D
Admin/Operations
E
Other
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?
*
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?
*
Xero
Gmail / Google Workspace
Outlook / Microsoft 365
Google Sheets / Excel
Booking system
CRM
Job management software
None / I use mostly manual processes
Website forms
Social media inboxes
Other
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?
*
A
Yes
B
No
C
I share the decision with someone else
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