Business Context & Stage

1. What kind of business do you run? (Choose one) *

4. What tools or platforms do you already use to run your business? (Check all that apply) *

What tools or platforms do you already use to run your business?

🧩 Pain Points & Bottlenecks

5. What’s your #1 business bottleneck right now? (Choose one) *

6. Where are you personally spending way too much time each week? (Select up to 3) *

7. Be honest… how much of your day feels like low-value busywork? (Choose one) *

Almost all of it

At least half

Maybe 20%

Very little (but my team’s drowning)

💸 Cost + Team Structure

8. What is your current monthly payroll (all-in: W2, 1099, VAs, etc.)? (Choose one) *

🎯 Intent & Goals

10. Which of these sounds most like your growth plan? (Choose one) *

I want to scale revenue fast

I want to reduce costs and streamline

I want to get my life back

All of the above, please

11. If your business had 3 extra team members tomorrow, where would you deploy them first? (Select up to 3) *

🤖 AI Readiness

12. Do you currently use any AI tools in your business? (Choose one) *

Nope, I’m AI-curious

Yes, but only ChatGPT

A few tools (but I don’t trust them yet)

We use AI regularly across departments

13. What’s your biggest fear around using AI in your business? (Choose one) *

It won’t work as well as humans

I don’t know how to manage or train it

I don’t want to lose the “personal touch”

I’m already overwhelmed and can’t take on more complexity

Honestly? I’m not afraid. I’m just ready to deploy it now

📈 Sales & Customer Volume

14. How do new leads usually come into your business? (Choose one) *

Paid ads (Meta, Google, etc.)

Organic content (social, YouTube, SEO)

Referrals / word of mouth

Outbound (cold email, DMs, cold calling)

I don’t have consistent lead flow yet

Full Name *

Email *

Phone

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