Full Name

Email *

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Do you have a master list of every software tool your business uses and which employees have access to each one? *

Yes

If you were audited tomorrow (tax, industry compliance, security), could you produce all required documentation and proof of processes within 24 hours? *

Yes

Does your leadership team have a shared dashboard showing real-time business health (revenue, cash, pipeline, key metrics) that everyone trusts and references? *

Yes

If your most critical employee quit tomorrow, are all their key processes documented so someone else could step in within 48 hours? *

Yes

Do your systems work together seamlessly so that completing one task (like closing a sale) automatically kicks off related tasks (invoicing, fulfillment, customer success outreach) without manual coordination? *

Yes

Do you have a system where all active projects, initiatives, and strategic goals are tracked with clear owners, deadlines, and progress visibility? *

Yes

Is your business data clean, integrated, and structured enough that you could plug in AI tools tomorrow to generate insights or automate decisions? *

Yes

Can you run financial scenarios (like 'What if we hired 3 people?' or 'What if sales dropped 20%?') in under 30 minutes with accurate data? *

Yes

Could your current systems handle a 2× or 3× increase in workload without major issues? *

Yes

Which of the following best describes your current situation *

$5M to $10M - Early scale phase

$10M to $15M - Mid-market growth

$15M to $25M - Established mid-market

$25M to $50M - Pre-enterprise scale

Which of the following best describes your desired outcome in next 90 days? *

Have all our key tools (CRM, accounting, HR, projects) connected and sharing real-time data automatically.

Eliminate repetitive manual tasks and automate daily workflows to save time and reduce errors.

Build clear dashboards so leadership can make decisions from one source of truth — not spreadsheets.

Create a scalable, system-driven business that can run smoothly without daily firefighting.

What’s the biggest obstacle holding you back right now? *

No time or internal bandwidth to fix it properly.

Unsure where to start or what tools to connect.

Concerned about cost or ROI.

Haven’t found the right expert or partner to guide us

Which type of solution sounds most aligned with what you need right now? *

Quick Fix / Starter Audit – I just need clarity on where our systems stand and what’s broken.

Targeted Integration – I know the main pain points (like CRM ↔ Accounting), and I want them connected properly

Full Business Operating System – I want everything connected into one streamlined platform across teams.

Ongoing Optimization Partner – We’re growing fast and need continuous improvements, automation, and support.

Is there anything else you’d like us to know about your current systems, challenges, or goals? *