Full Name * Business Email * Company Name * Industry * -Select Your Industry- Software Real Estate Oil & Gas Nonprofit Manufacturing Automotive Finance Education Healthcare Retail/Wholesale Consulting Transportation Media Insurance Construction Other Company Size * -Select Your Company Size- Solo / Founder-led 2–10 employees 11–50 employees 51+ Current Tools/Systems * -Select Your Current Tools/Systems- Customer Relationship Management (CRM) systems Enterprise Resource Planning (ERP) systems Point of Sale (POS) systems Accounting & financial software Booking, scheduling & appointment systems E-commerce & online sales platforms Marketing, email & automation platforms Customer support & help desk systems Internal tools & data sources Other Type of Service Needed -Select Service Type- AI workflow automation Process automation (non-AI) Website / platform development Virtual stores / digital experiences Systems integration Not sure yet What are Your Goals? -Select Your Primary Goal- Reduce manual work Improve operational efficiency Scale without hiring Increase lead handling speed Improve customer experience Replace spreadsheets / manual processes Other Timeline * -Select Your Timeline- Immediately 1–3 months 3–6 months Just exploring Investment Range -Select Your Investment Range- Under $2,500 $2,500–$7,500 $7,500–$15,000 $15,000+ Not sure yet
