01About you

First name*

Last name*

Work email*

Phone (optional)

02Your company

Company name*

Roughly, what's your company's annual revenue?*

A range is fine. It helps us size the work, not screen you out.

03The work

What work takes your team the most time?*

Tap any that fit, then tell us more below. The more you tell us, the more useful the call.

Chasing people for documents or answersTyping data from emails or PDFs into another systemFollowing up with clients or leadsBuilding the same reports every week or monthAnswering the same questions over and overChecking numbers between two systems

Tell us more: what happens, who does it, and how long it takes*

Which tools does your team use every day?*

How much of your work is written down today?*

Any answer is fine. It helps us plan the Diagnostic.

Most of itSome of itVery little. It's in people's heads

Any rules about client data we must follow? (optional)

Have a document that answers some of this? Upload it (optional)

A process write-up, an org chart, a list of your tools. Please still fill in the fields, and tell us what's in the document. Don't upload client data.

Choose a fileOne file, PDF, Word, Excel, PowerPoint, PNG or JPG, 7 MB or less.

04Timing and budget

When do you want to start?*

Right awayIn 1 to 3 monthsIn 3 to 6 monthsJust exploring

What budget do you have in mind?*

It helps us suggest the right first step.

$15,000 - $25,000$25,000 - $50,000$50,000 - $100,000$100,000+

05One last thing

How did you hear about us?*

Bring us your bottleneck.

What happens next

This intake

A call with Brian

A proposal, if there's a fit

Your intake.

01About you

02Your company

03The work

04Timing and budget

05One last thing