1. Approximately how many people work in your business?

Company Size *

Just me

2-10

11–25

26–50

51–100

100+

2. Which best describes your annual revenue?

Annual Revenue *

Under $500K

$500K–$1M

$1M–$5M

$5M–$10M

$10M–$20M

Over $20M

3. How do you currently manage your day-to-day operations?

Operational Process *

Mostly spreadsheets and email

Multiple disconnected software tools

We have a CRM, but it's not used consistently

Most of our operations are managed through one integrated platform

4. Which areas of your business still rely heavily on manual work?

Work Systems *

Lead management

Sales follow-up

Customer communication

Most of our operations are managed through one integrated platform

Quoting

Invoicing

Reporting

Scheduling

Internal processes

None of the above

5. If your business gained twice as many customers next month, what would be most likely to struggle?

Bottlenecks *

Sales

Customer service

Operations

Delivery

Reporting

Team communication

Reporting

I'm not sure

6. How dependent is your business on you as the founder or leadership team?

Operational dependency *

Almost every important decision depends on me.

My managers handle some decisions.

Most day-to-day operations run without me.

The business operates independently.

7. How quickly can you answer these questions today?

How many qualified leads do we currently have?
What is the value of our sales pipeline?
Which projects are behind schedule?
Which customers need follow-up?

Choose one. *

I don't know.

It would take hours.

It would take a few minutes.

I can see this in real time.

8. Which business systems do you currently use?

Select all that apply. *

CRM

Accounting software

Project management

Marketing platform

Email marketing

Calendar booking

ERP

None

9. What is your biggest operational challenge today?

Select all that apply. (copy) *

Too many disconnected systems

Manual processes

Lack of visibility

Poor communication

Slow sales follow-up

Team accountability

Founder dependency

Scaling efficiently

10. What is your primary objective over the next 12 months?

Select all that apply. (copy) (copy) *

Improve operational efficiency

Increase revenue

Grow the team

Improve customer experience

Expand into new markets

Standardize processes

Prepare the business for growth

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Email *

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