Full Name *

Business Name *

Write your name if there is no business name

Email *

Phone / WhatsApp *

Briefly describe your business and what you offer *

What tasks or processes currently take up most of your time?

What tools or platforms are you already using?

Website or landing page builder (e.g. WordPress, Shopify, Wix)

CRM or lead management tool (e.g. GoHighLevel, HubSpot, ActiveCampaign)

Email marketing platform (e.g. Mailchimp, ConvertKit, Klaviyo)

Booking or scheduling system (e.g. Calendly, Acuity, Google Calendar)

Payment or e-commerce system (e.g. Stripe, PayPal, Shopify)

Other tools or integrations (e.g. Zapier, Google Sheets, project trackers)

No Tools or Platforms

What do you want to automate?

Should automations include emails, SMS, or WhatsApp messages?

What’s your main goal with automation?

What would success look like for you once this system is live?

When would you like the system ready or launched? *

ASAP

1-2 months

Flexible

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