Find where your business is bleeding — in under 5 minutes.
Twenty questions across five core domains. No signup. No call booked. Just a quick read on where you're probably losing time and money, sent straight to your inbox.
First, who are we talking to?
So we know where to send your summary and how to say hello.
What do you actually do?
A quick snapshot of the business — shape, size, what's holding it back.
What do you do — in one sentence?
If it takes a paragraph, simplify it.
What's the annual revenue range?
Rough is fine. Under $500k, $500k–$1M, $1M–$3M, $3M–$10M, $10M+.
How many people work in the business — including you, part-time, contractors?
What's the #1 thing holding you back from growing right now?
Leads, capacity, capital, people, systems, your own time — be honest.
Who's the human traffic jam?
This is where we figure out if you are the bottleneck. Usually you are.
What do you personally spend the most time on that you probably shouldn't?
What's the #1 repetitive task that eats your week?
The thing you do again and again and hate doing.
If something needs to happen in the business, who does everyone wait on?
What happens if you take 2 weeks off with no phone?
Seriously — what breaks first?
Leads, quotes, invoices — the cash-flow wounds.
Most operators leak the most money here without knowing it.
How do leads come into the business — and who handles them first?
What's your typical response time on a new enquiry?
Minutes, hours, next day, "when I get to it"?
Roughly what % of enquiries go cold because no one follows up?
From quote sent to payment in the bank — how long does that usually take?
Where does your data actually live?
Copy-paste between spreadsheets is the number one silent tax on small businesses.
How many different software tools does the business use?
Ballpark. CRM, email, accounting, scheduling, comms, storage — all of it.
What's stored in spreadsheets that probably shouldn't be?
Where does customer data actually live?
Phone contacts, email, CRM, whiteboard in the office — be real.
Which of your tools don't talk to each other — where's the copy-paste happening?
The clone question.
The last four. These tell us where the AI actually goes.
If AI could do ONE thing for you tomorrow, what would it be?
What would you do with 10 extra hours a week?
Grow the business? See the kids? Sleep? No wrong answer.
What's your timeline on fixing this — now, this quarter, someday?
Anything else we should know before we read your answers?
Optional. Leave blank if not.
Please fill in your name, business name, and email before submitting.
Scan submitted.
We've got your answers. We'll read them personally and send you a summary within 48 hours, direct to your inbox.
What happens next
- We read every answer. No bots, no form letters.
- You get a 1-page summary flagging your top 3 likely bottlenecks.
- If we think a deeper audit would help, we'll offer it. If not, we'll tell you that too.