Let's Start with the Basics

First, we need to know who you are and how to reach you.

Full Name *

Please enter your full name

Work Email *

Please enter a valid email address

Company Name *

Please enter your company name

Website (if applicable)

2

Company Profile

Help us understand the size and scope of your operation.

How many employees does your company have? *

1-10 employees

Founder-led, small but mighty

11-25 employees

Growing team, establishing processes

26-50 employees

Mid-size, scaling challenges

50+ employees

Established operation, optimization focus

What's your approximate monthly revenue? *

Industry *

3

Your Biggest Time Wasters

Select all that apply. This helps us prepare for your diagnostic call.

Which manual processes are draining your team? *

Data Entry

Report Building

Lead Management

Client Onboarding

Invoicing/Collections

Scheduling/Calendar

Email Management

Approval Workflows

How many hours per week does your team spend on repetitive tasks? *

10-20 hours/week

20-40 hours/week

40+ hours/week

What tools are you currently using? (Select all that apply)

CRM (HubSpot, Salesforce, etc.)

Project Management

Accounting Software

Spreadsheets (Excel/Google)

Slack/Teams/Email

Zapier/Make (Current)

4

Timeline & Commitment

Almost done. Help us understand your urgency and budget.

How soon are you looking to implement automation? *

Immediately

We're bleeding money now

Within 30 days

Planning for next quarter

Just exploring

Researching options for later

Have you tried to automate before? *

No, this is our first serious attempt

Yes, but it didn't stick

We have some automation, need more

What's your budget for automation implementation? *

Under $3,500

$3,500 - $10,000

$10,000+

Anything else we should know before the call?

5

Review Your Application

Please verify your information before submitting.

Application Summary

I confirm that the information provided is accurate and I agree to be contacted regarding my application. I understand that submission does not guarantee acceptance into the program.