Tell Us Where You Want to Grow - We’ll Show You How AI Gets You There
What kind of business do you run? (Choose one)
Agency / Service-Based
Coaching / Consulting
E-Commerce / Product-Based
SaaS / Tech
Local Business (Brick & Mortar)
Other
What TYPE of help do you want? (Check all that apply!)
*
Advice and Strategy? ie. the roadmap
Execution (ie. someone doing the work and clicking the buttons!)
Fractional CXO or operational support
An audit of our current systems, strategy, etc.
What’s your current monthly revenue?
Less than $20K
$20K–$50K
$50K–$100K
$100K–$500K
$500K+
How many humans are currently helping you run the business?
Just me
1–3 team members
4–10 people
11–25 people
25+ (and growing)
No elements found. Consider changing the search query.
List is empty.
Which category best describes your business?
*
Digital products (memberships, courses, etc.)
Coaching or Consulting
Physical products (Amazon, Shopify, etc.)
Services (Bookkeeping, Broker, etc.)
Marketing Agency or Services
Affiliate marketing (Selling Other People's Stuff - Make Money Online Style)
Influencer or Brand Ambassador
Something else...
Website URL:
*
What tools or platforms do you already use to run your business?
Go High Level / ClickFunnels / Kajabi
Slack / Asana / Trello / Monday
Meta Ads / Google Ads / TikTok Ads
QuickBooks / Stripe / Xero
Zapier / Make
CRM (HubSpot, Salesforce, etc.)
None – I’m winging it!
What’s your biggest business bottlenecks right now?
Too many manual, repetitive tasks
Leads falling through the cracks
Client onboarding is a mess
I’m doing everything myself
My team is maxed out
I’m scaling fast and need support
Where are you personally spending way too much time each week?
Writing emails / follow-ups
Prospecting or booking calls
Onboarding clients
Managing team or freelancers
Sending invoices / chasing payments
Stuck in meetings or Slack chaos
Be honest… how much of your day feels like low-value busywork?
Almost all of it
At least half
Maybe 20%
Very little (but my team’s drowning)
Which of these sounds most like your growth plan?
I want to scale revenue fast
I want to scale revenue fast
I want to get my life back
All of the above, please
If your business had 3 extra team members tomorrow, where would you deploy them first?
Lead Gen / Prospecting
Sales / Appointment Setting
Customer Service
Fulfillment / Delivery
Operations / Systems
Admin / Scheduling / Emails
Marketing / Content Creation
I’d give myself a damn vacation
Do you currently use any AI tools in your business?
Nope, I’m AI-curious
Yes, but only ChatGPT
A few tools (but I don’t trust them yet)
We use AI regularly across departments
How do new leads usually come into your business?
Paid ads (Meta, Google, etc.)
Organic content (social, YouTube, SEO)
Referrals / word of mouth
Outbound (cold email, DMs, cold calling)
I don’t have consistent lead flow yet
First Name
*
Last Name
*
Email
*
Cell Phone
*
I agree to terms & conditions provided by the company. By providing my phone number, I agree to receive text messages from the business.
