About you
Who am I talking to?
Quick context so I can come prepared.
Your team
What kind of work do you do?
Pick the closest fit.
⚖️ Law
📊 Finance / Accounting
📣 Marketing / Agency
🔬 Research / Academia
💻 Tech / Software
🏥 Healthcare
🏢 Real Estate
🛍️ E-commerce
✳️ Other
Team size
Just me
2–10
10–50
50+
Where you're at
How is your team using AI right now?
Be honest — there's no wrong answer.
Barely — someone tried ChatGPT once or twice
Occasionally — a few people use it but no real system
Regularly — some tools adopted, but leaving a lot on the table
Advanced — looking to go deeper or fill specific gaps
Your tools
What does your team actually use day-to-day?
Click everything — the gaps between these are usually where the real time gets lost.
💬 Communication
Gmail
Outlook
Slack
Teams
Zoom
Telegram
WhatsApp
📋 Docs & projects
Google Docs
Notion
Excel / Sheets
Word
Airtable
Asana
Monday
Trello
Jira
Confluence
🤖 AI tools
ChatGPT
Claude
Gemini
Copilot
Perplexity
Midjourney
None yet
💼 CRM & sales
Salesforce
HubSpot
Pipedrive
Zoho
Spreadsheet CRM
No CRM
⚙️ Automation & other
Zapier
Make
Clio
Xero
QuickBooks
Calendly
Typeform
🔑 The real question
What's the most annoying handoff between your tools?
This is usually where hours disappear. e.g. "Leads come into HubSpot but someone manually copies them to Sheets and emails the team every morning."
Where time goes
What's eating your team's time? Pick all that apply.
✍️ Writing & content
🔍 Research & summarizing
📋 Admin & operations
💬 Client communication
📊 Data & reporting
🧑💻 Code & automations
🎓 Training the team
❓ Not sure yet
What winning looks like
If this call goes well, what changes for you?
A sentence is enough. "My team stops spending 3 hours a day on X" is perfect.
How urgent is this?
🔥 Ready to move now
📅 Next month or two
🧐 Just exploring
Any sense of budget?
Under $500
$500–$2,000
$2,000+/mo
Not sure yet
Last thing — where should I reach you to schedule the call?
I'll send a calendar link within 24 hours. No pitch — just a real conversation.