Quick Assessment - Influenced Decisions

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VERN
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Contact
Schedule an Appointment

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Quick Assessment for Services

Thanks for reaching out and being curious on how we can serve your business!

Please fill out this form to share some basic details about your business and interests; it should take about 10-15 minutes but will provide important information as we get started together.

After submitting, you'll have the opportunity to book an appointment with us.

Please select a date and time that work for you, and we'll be in touch shortly!

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Name *

First

Last

Business Name *

Best Contact Email *

Business Size

1-3 employees
4-10 employees
10-25 employees
26-50 employees
51+ employees

Primary Pain Point

Scaling operations
Improving efficiency
Reducing costs
Finding new customers
Managing/implementing tools
Repetitive manual tasks
No clear marketing or outreach system
Poor internal communication
No follow-up system for leads or customers
Low website traffic or poor online presence
No process for onboarding or training new hires
Lacking defined Standard Operating Procedures (SOPs)
Limited understanding of how AI or automation could help
Difficulty keeping track of tasks or project progress
Other

If you selected 'Other' as your pain point, please specify

Services I'd Like to Learn More About

Automation
AI Assistant
Website help
CRM setup or cleanup
Email marketing system
Business process mapping
Tech stack audit
Workspace setup
Lead generation strategy
SEO & website optimization
Create a new website
Ongoing support / maintenance
Training for Team (AI, systems, etc.)

Some of the Tools and Systems That I Use Are

🧾 Accounting & Finance (Examples: Quickbooks, FreshBooks, Wave)
⚙️ Automation & Integration (Examples: Chat GPT, Zapier, Make, n8n)
🌐 Website & Internet (Examples: WordPress, Wix, Squarespace)
📧 Communication & Collaboration (Examples: Gmail, Outlook, Slack)
🎧 Customer Support (Examples: Zendesk, HelpScout, Intercom)
🛒 E-commerce or Point of Sale (Examples: Shopify, Square, Stripe, Toast)
📣 Marketing (Examples: Mailchimp, Constant Contact, ActiveCampaign)
🗂️ Project/Task Management (Examples: Trello, Asana, ClickUp, Notion)
🔐 Security (Examples: 1Password, LastPass, Google Authenticator, Duo)
📊 Sales & CRM (Examples: HubSpot, Salesforce, Zoho CRM)
💬 Website & Chat (Examples: Tidio, Drift, LiveChat, Intercom)

Please select the categories of tools that you currently use.

Describe the Accounting tools that you use in greater detail (optional)

Describe the Automation tools that you use in greater detail (optional)

Describe the Website & Internet tools that you use in greater detail (optional)

tools 'Other' the

Describe the Communication tools that you use in greater detail (optional)

Describe the Customer Support tools that you use in greater detail (optional)

Describe the E-Commerce/POS tools that you use in greater detail (optional)

Describe the Marketing tools that you use in greater detail (optional)

Describe the Project/Task Management tools that you use in greater detail (optional)

Describe the Security tools that you use in greater detail (optional)

Describe the Sales & CRM tools that you use in greater detail (optional)

Describe the Website Chat tools that you use in greater detail (optional)

Annual Tech Budget

What are you paying for your total tech stack now?

Would you like to provide additional details? *

Yes - See Additional Questions
No - Finish & Submit

The more information you can provide ahead of time, the more effective our initial conversation will be!

Are there tools or systems that feel messy or frustrating to use? Please explain

What are some tasks that take too long or feel harder than they should?

If everything in your business went exactly as you'd like, what changes would need to take place?

What are you hoping to accomplish through our future interactions?

Anything else or additional details to let us know?

File Upload

Drag & Drop Files, Choose Files to Upload You can upload up to 5 files.

Please upload any related files, images, logos, etc that you would like to share Accepted file types: PDF, DOC, DOCX, XLS, XLSX, CSV, JPG, PNG

Phone

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