Let's talk about your process

Tell me a bit about the task or workflow that's costing you time. I'll follow up to schedule your $100 game plan — up to an hour together, then a written plan of what I'd build and what it would cost.

Name

Business Name

What process is costing you the most time?

Optional: tell me about your setup — helps me prep for your review

Everything below is optional. Skip anything that doesn't apply — it just gives me a head start before we talk.

Team size

Industry or type of business

Hours per week lost to manual work

Email & docs Google Workspace Microsoft 365 / Outlook

Accounting & invoicing QuickBooks Xero FreshBooks Wave Spreadsheets only

Scheduling & booking Calendly Acuity Square Appointments Google Calendar only Phone or paper

CRM / customer tracking HubSpot Salesforce Jobber Spreadsheets Nothing formal

Inventory Spreadsheet Dedicated inventory software Point-of-sale system Not tracked formally