Tell us how your week runs.

About ten minutes. The more you share, the more of our deep-dive call goes to your business and not to background questions.

Please finish this before your call. The value you get from your deep dive depends directly on these answers. You do not have to do it all now: your answers save as you go, and you can come back and add to them any time using your private link.

01You Name Your role Email Phone (optional)

02Your business Business name Website (optional) What do you sell, in a sentence?

How many people work there, including you?

Just me2 to 56 to 1516 to 50More than 50

03Tools and AI

Which tools does your team use today?

Gmail / GoogleMicrosoft 365 / OutlookQuickBooksSpreadsheetsA CRM (HubSpot, Salesforce, GoHighLevel)Slack / TeamsPaper and phoneOther

Tell us which

Where are you with AI so far?

Haven't tried itTried it a few timesSome of us use it weeklyIt's built into how we work

04Your week Your top three time sinks, and roughly how many hours each takes

Where do things slip?

Following up on leadsQuotes and proposalsSchedulingInvoicing and paymentsAnswering the same questionsReportingHiring and onboardingOther

Tell us which

Hours a week on admin

Under 55 to 1010 to 20More than 20

If one task disappeared tomorrow, which would you pick? What would a win look like after our work together? Anything off limits? (client data, tools, topics)

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Thank you. We have your answers.

Dan will read them before your call, so we can start with your business and skip the basics. Remembered something? Your link stays open, so you can add details any time before the call.

Add or change answers

Measure first. You will know the number before you spend the money. Tennessee first, and anywhere by video.

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