Current Tools & Systems Help us understand what your business already uses to manage leads, clients, projects, payments, communication, and follow-up.
What tools or software does your business currently use? * List anything you use for CRM, scheduling, bookkeeping, project management, estimates, invoices, forms, email, texting, internal communication, or automation. It is okay if the answer is simple. How organized do your current systems feel? * Select… Very organized Mostly organized Somewhat scattered Very scattered Mostly in my head Not sure
Where It's Breaking Down What's the main problem you want help understanding or fixing? * Which areas feel messy? (select all that apply) Lead capture Follow-up Onboarding Scheduling Payment collection Client communication Internal handoff Project tracking Reporting Reviews/referrals Owner visibility
How dependent is the business on you? * Select… Almost everything runs through me I'm involved in most decisions The team handles a lot, but I'm still the bottleneck The business runs without me day-to-day How urgent is this? * Select… Critical, costing us now High, needs to move soon Medium, important this quarter Exploring, gathering information
What would be meaningfully better 90 days from now? * Notes 