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đź“‹ Client Intake Form
👤
Basic Info
Full Name
*
Email Address
*
Company Website
*
⚙️ Operations Snapshot
What kind of work is your team doing manually right now?
*
Roughly How many hours are lost to manual tasks?
*
Roughly How many hours are lost to manual tasks?
A
Less than 5 hours
B
5-10 hours
C
10-20 hours
D
20+hours
What tools are in your stack? (ex: Notion, Zapier, Asana)
*
đź’° Timeline & Budget
How soon are you looking to solve this?
*
How soon are you looking to solve this?
A
Just browsing
B
In 1-2 months
C
this Quarter
D
ASAP - It's Costing us
Do you have budget to invest in fixing this?
*
Do you have budget to invest in fixing this?
A
Not Yet
B
$1k
C
$2k-5K
D
$5k+
🧠Final Check
What's the # process you'd love to automate or simplify?
Anything else you want to share before we hop on a call?
*After submitting, book in and if no dates are available, we'll reach out*
Submit
