Discovery

Help us understand your business.

This form helps us learn about your business, current systems, pain points, and what type of support would create the most value. It can be completed directly by you or used during a discovery meeting.

Answer what you can. If something doesn’t apply, just skip it. This isn’t homework—it’s a conversation starter.

Simple questions~8–10 minutesNo sales pressure
Section 1

Basic Information

Section 2

What You Need Help With

Section 3

Current Setup

Website, email, CRM, social media, calendar, payment system, forms, spreadsheets, Buildertrend, QuickBooks, Microsoft 365, Google Workspace, etc.

Who responds, how fast, where the lead is saved, and what the next step usually is.

Section 4

Communication & Workload

Questions, quotes, appointment requests, complaints, follow-ups, project updates, billing, support requests, etc.

Section 5

Problems & Priorities

Section 6

AI, Automation, or System Support

Replying to leads, sorting emails, creating reports, scheduling, follow-ups, customer support, internal reminders, document creation, task tracking, etc.

Section 7

Budget & Timeline

Section 8

Final Notes

By submitting, you agree we may contact you about your inquiry. We don’t share your information.