Before your first hour or audit

A few quick questions before we start

A couple of minutes now saves time later. Nothing here is graded, just context.

These questions help me prepare for your paid first hour or your audit. The free 45-minute discovery call is a fit check and needs no form. Sending this does not book anything or take payment, and it does not include a price. A handful of quick questions, so the time goes on where time is being lost rather than basic facts about your setup.

Your name and business

1. What do you currently use for the following?

Common categories are pre-filled — edit any label, remove what doesn't apply, and add as many more as you actually use.

What it's for	Tool / system name

2. Roughly how many new enquiries or leads come in per month?

A rough number is fine — this grounds the ROI estimate in your real scale.

3. Roughly how many invoices, bookings, or jobs — whichever fits your business — per month?

4. What's the one task that eats the most staff time and probably shouldn't?

5. What are you hoping to walk away from this knowing?

✓

Sent through

Thanks, this goes into my preparation. Sending it did not book anything, so we will agree the next step separately.