Assessment prep · about 3 minutes

Help us hit the ground running.

A few quick questions before your call. Rough answers are perfect — this just means your 45 minutes go to finding your hours, not covering background.

Your name Email Business name Business website (optional) Your role What does your business do, in one sentence? Industry / trade Team size (including you)

1–3 4–10 11–25 26+

Approximate annual revenue

under $500K $500K–$1M $1M–$3M $3M–$5M $5M+ prefer not to say

What are the 3 tasks that eat the most of YOUR week? (rough hours each if you can) Which task do you personally dread the most? Where does work pile up or fall through the cracks? (pick any)

quotes / estimates follow-ups scheduling invoicing paperwork email / inbox

Anywhere else? (optional) Who else on the team is buried in repetitive work, and doing what? (optional)

What software runs your business today? (CRM, scheduling, accounting, email, industry tools…) Are you using any AI tools now?

No ChatGPT occasionally Regularly

If regularly — which ones? (optional) Anything you tried that didn't stick? Why? (optional)

If you magically got 5–10 hours a week back, what would you spend them on? Anything specific you're hoping AI can do for you? (optional) Anything off-limits? (e.g. nothing client-facing, no data leaves certain systems — optional)

Your answers go straight to your advisor — never shared, never sold.

Website

✓

That's it — thank you.

Your answers are in. We'll walk into your session already knowing where your week goes, so the whole 45 minutes can go to getting it back.

A confirmation is on its way to your inbox. Nothing else to prepare.

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