Tell us about your business

Takes 5 minutes. Fill this out if you already know what you want built and want a scoped quote. If you want to talk through your ops first, book the free 30-min audit instead.

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Section 1 of 4

About your business

The basics. We'll use this to prep before the call.

Full name *

Please enter your name.

Business name *

Please enter your business name.

Website or social media link

No website? Drop your Instagram, TikTok, or wherever people find you.

What does your business do, and who do you serve? *

Keep it simple, describe it like you would to a friend.

Please describe your business.

Rough monthly revenue *

Ballpark is fine. Helps us scope the right solution.

Please select a range.

Roughly how many customers do you work with per month? *

Please give us a rough number.

Section 2 of 4

How you work

This is the most important section. The more specific, the better.

How do new clients typically find you? *

List everything: Instagram, TikTok, Google, referrals, ads, word of mouth, etc.

Please describe how clients find you.

Walk me through exactly what happens after someone expresses interest step by step. *

This is the most important question on the form. Include every manual step you take, messages you send, spreadsheets you update, calls you schedule, invoices you create. Don't skip anything.

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Please describe your process, even a rough version helps.

How do you communicate with current clients? *

List all the ways, text, email, Slack, Zoom, WhatsApp, client portal, etc.

Please describe how you communicate with clients.

Section 3 of 4

Tools and pain points

What you use, what breaks, and where your time disappears.

What apps or tools do you use to run your business? *

List everything, even if it seems basic. Google Sheets, PayPal, Stripe, Mailchimp, Calendly, Notion, Zapier, QuickBooks, etc.

Please list the tools you use.

What's the single most repetitive or time consuming task in your business right now? *

The thing you do over and over that you wish you didn't have to.

Please describe your most repetitive task.

Have you tried to automate or streamline anything before?

What did you try and what happened? "Nothing yet" is a totally valid answer.

Section 4 of 4

Where you're headed

Last section, almost there.

How comfortable are you with technology in general? *

Not very I keep things simple and stick to what I know.

Somewhat I can figure things out with a little guidance.

Comfortable I pick up new tools easily and adapt quickly.

Very comfortable I'm usually the tech-savvy one in the room.

Please select your comfort level.

What does success look like 6 months from now? *

Be specific. Revenue targets, client count, time goals, replace overhead, whatever matters most to you.

Please describe what success looks like for you.

Anything else you want us to know before the call?

Anything we haven't asked that feels relevant: context, concerns, constraints.

✓

You're all set.

We've got everything we need. Noah will review this before the call so you can skip the basics and get straight to what matters.

Book your call →