Question 01
What industry is your business in?
Accounting
Construction
Dental
Financial Services
Healthcare
HVAC
Landscaping
Law Firms
Manufacturing
Plumbing
Property Mgmt
Roofing
Staffing
Trucking
Veterinary
Other
Question 02
How much of your team's time goes to repetitive, manual tasks?
Think: data entry, scheduling, invoicing, follow-up emails, report generation.
Less than 10% — we're pretty lean
10-25% — some admin, mostly manageable
25-50% — a big chunk of each day
Over 50% — we're drowning in it
Question 03
How organized is your business data?
Customer records, financials, project data, communications — where does it live?
Scattered — spreadsheets, email, paper, people's heads
Partially organized — some systems, but siloed
Mostly centralized — CRM, ERP, or main platform
Locked in — everything flows through connected systems
Question 04
What's your biggest operational bottleneck right now?
Customer communication — too many emails, calls, follow-ups
Scheduling and dispatch — coordinating people and time
Reporting and admin — pulling data, building reports, paperwork
Quoting and estimating — too slow, too manual
Question 05
Where are you on the AI journey?
Haven't started — not sure where to begin
Curious — read about it, haven't done much
Experimenting — tried ChatGPT or a few tools
Using it — have AI tools running in the business
Question 06
If you could give every employee 10 extra hours a week, where would that time go?
This helps us understand what matters most to your business.
Serving more customers or clients
Growing revenue — sales, marketing, partnerships
Improving quality — fewer mistakes, better service
Reducing burnout — giving the team breathing room
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