Email
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Phone
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What industry does your business operate in?
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Professional Services
Retail / eCommerce
Manufacturing
Healthcare
Real Estate
Finance / Insurance
Education
Hospitality / Events
If Other, please specify:
How would you describe your current day-to-day operations? (optional)
Which area feels time-consuming right now?
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Sales and lead follow-up
Customer support and communication
Scheduling and calendar management
Invoicing and payments
Employee onboarding or HR admin
Data entry and reporting
Project or task tracking
Specify other pain-points
Where does your team spend time but maybe shouldn’t have to? (optional)
If you could automate one process completely, what would it be?
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Sales follow-up and nurturing
Client onboarding
Appointment scheduling
Invoicing and payment collection
Data entry and reporting
Project or task management
Internal communication
Other
How quickly would you like to improve your current workflows?
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ASAP. We’re overwhelmed
In the next 1–3 months
This year, but not urgently
Just exploring ideas for now
Company Name
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Website
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