Business Name

Industry

What industry are you in? Example: Real estate, lending, SaaS, marketing, construction, etc.

Phone *

Email *

What email address should we send your completed playbook to?

Region

What region(s) or markets do you primarily serve? Example: Richmond VA, nationwide, East Coast, global, etc.

Team Size

How many people are currently on your team? Example: Solo, 5–10, 50+

Current Revenue

What’s your current annual revenue (or monthly average if preferred)?

Target Revenue

What’s your target annual revenue goal (or monthly average if preferred)?

Primary Goals

What are your top 1–3 business goals right now? Examples: more leads, faster follow-up, better client retention, automate operations, etc.

Challenges to Automate

What are the biggest challenges in your business you’d like to automate? Examples: lead capture, follow-up (SMS/email/voice), appointment booking, pipeline tracking, reporting, compliance, etc. Please describe in your own words.

Tools in Use

Core Automation & CRM Stack
Communication & Contact Tools
Marketing & Sales Tools
Data & Outreach Systems
Additional Integrations / Utilities

Please describe the main tools and systems your business is currently using (CRM, communication, marketing, outreach, integrations, utilities).

Any additional comments or suggestions?

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