Free intake

Tell us about your business

A few basics so your free walkthrough starts with the right questions. If something takes up too much of your week, you can tell us about that too. That part is optional.

Step 1 of 5

Start with your email

That's the only thing we need. Everything after it is optional, and your answers save as you go, so you can stop anytime.

Best way to reach you

Step 2 of 5

Your business

Tell it your way: talk it through, type a few lines, or pick from the questions below. Any one of these is plenty.

In your own words Type it, talk it, or record a quick memo.
0 words

Dictation uses your browser's speech service. Voice memos are transcribed by us, and the audio is deleted once the text is ready.

or answer a few quick questions
How many people work there, including you?
Who handles the office work? Scheduling, invoices, email, paperwork
How do customers usually reach you? Pick all that apply

Step 3 of 5

Tools you already use

Often the fix is a setting in something you already pay for. Pick what applies; skip what doesn't.

Step 4 of 5 Optional

What eats up your week?

List any task that repeats and takes more time than it should. If there's a task you'd rather keep doing yourself, mark it Keep by hand and we'll leave it alone.

Step 5 of 5

Wrap-up

Best time for a walkthrough

Please don't include passwords, account numbers, or your clients' private details. We'll talk about access in person, and you keep ownership of every account.