Free 15-minute look

What kind of business do you run?

A few quick questions so the call is about your business, not a generic demo.

Business type

Home services or tradesPlumbing, HVAC, electrical, cleaning Insurance agencyIndependent or captive Clinic or studioPT, dental, salon, fitness Professional servicesAccounting, law, consulting Retail or restaurantShop, café, food service Something else

Your team

How many people work there?

Counting you.

Team size

Just me 2 to 5 6 to 15 16 or more

Today

Where do your customers live right now?

Pick the one you'd actually open to find a phone number.

Current tracking

A notebook or paper A spreadsheet A CRM we barely use Texts, email and memory

What it should do

What do you want it to handle?

Pick as many as you like.

Features wanted

Tools you already use

What should it connect to?

The things you'd want it to talk to. Skip if none.

Existing tools

Anything else? (optional)

Last question

What slips through the cracks most?

A renewal, a quote nobody followed up on, a callback. One sentence is plenty.

What slips through

Almost done

Where should the invite go?

You'll pick a time on the next screen. Your answers only go to me, Daniel, and I read them before we talk.

Your name Email Business name (optional) Phone (optional)

Pick a time

Choose a time that works.

15 minutes on Google Meet. Your details are already filled in.

Loading times…

Booked

You're on my calendar.

A confirmation with the Google Meet link is on its way to your email. If something comes up, the email has a link to reschedule.

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