Tell Us About Your Business

Find this in your Stripe receipt email — starts with "pi_" or "ch_". Helps us confirm your order instantly.

Be specific — e.g. "residential building and renovation company, Perth WA" not just "construction".

Include part-time staff as fractions (two part-timers = 1 FTE). Include yourself.

Used for scoping only — helps us recommend tools proportionate to your business size.

e.g. "Brisbane-based, serving clients nationally" or "Melbourne retail, local only".

Select the best fit, then add years of operation in the field below.

Include everything — accounting, CRM, scheduling, email, project management, ecommerce, comms, industry-specific tools. Even "just Excel" counts. List format preferred.

e.g. "Daily: Xero, Gmail, Slack. Rarely used: HubSpot — we bought it but it's not adopted."

1 = most staff struggle with basic software · 10 = tech-forward, team actively seeks better tools.

If not, that's fine — we'll start from fundamentals. Be honest about informal use too (e.g. "ChatGPT for emails").

Be concrete — not "admin is a problem" but "we spend 3 hours every Monday manually doing X." One paragraph per item if possible.

e.g. leads not followed up, invoices sent late, jobs not properly documented, customer complaints not tracked.

Chronic neglect of important tasks is a strong AI signal — content creation, follow-ups, reporting, documentation.

Who does what, which tools they use, and roughly how long each step takes. We need the actual current process, not the ideal one.

How do customers contact you, how are requests tracked, and how are they resolved? Include channels, weekly volume if known, and who handles it.

Who creates content, how often, on which platforms, and your approximate monthly spend (including staff time).

Who does it, how often, which tools, and roughly how many hours per week across the team.

Is it in a CRM, spreadsheet, accounting software, or scattered? Rate the quality from 1 (scattered/unreliable) to 10 (clean, centralised, up to date).

Where are they stored and how current are they?

This is separate from implementation costs — just ongoing tool spend. No shame in a tight budget.

Describe the person/team — their skills, current capacity, and whether they'd need vendor support.

What would make this money well spent? Quick wins to reduce workload? A 12-month AI strategy? Knowing if you're falling behind competitors? Be honest.

e.g. grow revenue by 30%, reduce staff costs, expand to a new location, improve customer retention, sell the business.

Privacy, culture, customer relationship concerns — anything. These are legitimate constraints, not obstacles.

If yes: what you tried, what happened, and why it did or didn't work. Past failures tell us more than successes.

Anything that didn't fit the questions above — a competitor that just automated their sales team, a key staff member leaving, a planned acquisition, a regulatory constraint. If it feels relevant, write it down. No length limit.