Business context
Business typeChoose the closest fit
Home service / trades
Professional service
Local retail or showroom
Medical, dental, or wellness
Other service business
Team size
Solo owner
2–5 people
6–15 people
16–40 people
40+ people
Approximate monthly revenue
Under $25K
$25K–$50K
$50K–$100K
$100K–$250K
$250K–$500K
$500K+
Main business goal
Generate more qualified leads
Book more of the leads we already get
Save owner/team time
Scale without hiring too fast
Clean up messy operations
Lead and revenue system
Monthly inbound leadsCalls, forms, DMs, chats, bookings
Typical lead response time
Under 5 minutes
5–30 minutes
30 minutes–2 hours
Same day
Next business day or later
Estimated missed or unworked leads
Under 5%
5–15%
15–30%
30–50%
More than half
Primary lead source
Google / SEO
Paid ads
Referrals / repeat business
Social media / DMs
Marketplaces / directories
How are appointments booked?
Manual back-and-forth
Online calendar
Scheduling system
Different process by lead source
We do not have a clear booking process
Follow-up consistency
Mostly automated and tracked
Manual but usually same day
Inconsistent by person/day
Rarely happens after first contact
Operations and admin drag
Weekly admin / follow-up hoursChasing, updating, copying, scheduling
Most repeated manual work
Entering lead/customer details
Scheduling and rescheduling
Quotes, estimates, proposals
Status updates and reminders
Reporting and dashboard cleanup
Team handoff quality
Clear owner and documented next step
Mostly clear, some gaps
Lives in texts, memory, or scattered notes
Frequently dropped or duplicated
Current team capacity
Stable and has bandwidth
Busy but manageable
Overloaded and reactive
About to hire because of workload
Biggest bottleneck right now
Missed calls or slow lead follow-up
Too much admin and repetitive work
Team handoffs are messy
No clear pipeline visibility
Too many AI tools and no clear path
Tools, data, and AI readiness
Current AI situation
Not using AI yet
Testing random tools
Bought tools, not integrated
Using AI in a few places
Several automations already live
Current tool stack
Mostly manual: phone, email, spreadsheets
Basic booking or management tools
Lots of tools that do not talk
Organized system with workflows
Pipeline / lead tracking status
No pipeline tracking
Tracking exists but inconsistently used
Active and mostly clean
Has automations and reporting
Data quality
Clean enough to automate
Some clean, some messy
Scattered across tools/spreadsheets
Not sure where the data lives
Most important current tool
None / spreadsheets
Lead management system
Booking / scheduling software
Phone system
Field service / dispatch software
Website forms / chat
Integration need
One simple automation is enough
Connect 2–3 tools
Connect phone, website, scheduling, and lead tracking
Not sure yet
Implementation fit
What do you want from AI first?
Learn the basics and install one useful automation
Have someone diagnose and build it for us
Capture, qualify, and book more leads
Reduce admin work and team bottlenecks
Preferred implementation style
Teach me and help me build it
Done-with-you setup
Done-for-you implementation
Ongoing managed AI partner
How urgent is this?
Exploring options
Want a plan this month
Need help in the next 2 weeks
Already losing leads or capacity
Budget readiness
Exploring, no budget yet
Can invest in one useful automation
Ready for a serious business system
Ready for custom/managed implementation
Estimated hourly valueOwner/team time value for admin savings
What would make this worth it?Optional, but helpful for a real audit