Tell us about your business
Just the basics — this lets us tailor your audit results to your size, industry, and budget.
Please fill in all required fields before continuing.
Team Size *
— Select —
Just me (sole trader)
2–5 people
6–10 people
11–20 people
More than 20
Annual Turnover (approx.) *
— Select range —
Under $300k
$300k – $600k
$600k – $1M
$1M – $3M
$3M+
Monthly Software Budget *
— Select range —
Under $250/month
$250 – $1,000/month
$1,000 – $5,000/month
Over $5,000/month
How did you find us? *
— Select —
Google Search
LinkedIn
Facebook / Instagram
Referral from someone I know
Podcast or Webinar
Other
Next: How You Operate →
How your business runs today
This is where we find the automation opportunities. Be specific — the more detail, the better your report.
Please fill in all required fields before continuing.
Day-to-Day Operations
What does your business actually do day-to-day? *
Jobs / clients per month *
— Select —
Under 20
20–50
50–100
100–250
250+
Average job / project value (optional)
— Select —
Under $500
$500 – $2,000
$2,000 – $10,000
$10,000 – $50,000
Over $50,000
Your Biggest Pain Right Now
Single biggest drain on your time or money? * Pick one — be honest
Chasing leads & following up enquiries
Leads fall through the cracks, response times are slow, conversion suffers
Quoting & estimating manually
Takes too long, inconsistent pricing, delays cost you jobs
Admin, paperwork & data entry
Too much time in the office — re-entering the same data across multiple systems
Scheduling & job coordination
Coordination chaos, last-minute changes, things falling through the cracks
Invoicing, collections & cash flow
Late payments, manual reconciliation, money owed that you're not chasing
Getting consistent new leads & marketing
Feast-or-famine cycle, no repeatable lead generation system
Visibility & reporting across the business
Flying blind — don't know key numbers without significant manual work
Hours lost per week to this problem *
— Select —
1–3 hours
3–6 hours
6–10 hours
10–20 hours
20+ hours
Your Tech Stack
Other software not listed (optional)
Biggest frustration with your current technology (optional)
Field Operations
AI & Automation Experience
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Next: Goals & Fit →
Goals & readiness
Last section. This shapes the priority order of your recommendations.
Please complete all required fields.
What You Want to Achieve
Rank your top 3 automation goals (tap ★ to rank — #1 = most important)
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Save time on admin & paperwork
★
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Improve lead capture & follow-up speed
★
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Scale without hiring more staff
★
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Reduce errors & manual data entry
★
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Better visibility & reporting on the business
★
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Improve customer experience & communication
★
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Free the owner from day-to-day operations
★
0 of 3 selected
Timeline & Decision
When are you looking to act? *
— Select —
Ready to move now
Within 1–3 months
3–6 months
Just exploring for now
Who makes the final call? *
— Select —
Me — I'm the owner / director
Me + a business partner
Me + an operations or IT manager
Need approval from someone else
Team Readiness
How ready is your team to adopt new technology?
Anything else we should know? (optional)
What happens after you submit
1
Your audit is processed immediately. Our AI analysis stack maps automation opportunities across your workflow, specific to your industry and business size.
2
Your free snapshot lands in your inbox within minutes. It includes your automation score, estimated time and dollar savings, and the biggest opportunities we found — a clear picture of what's possible.
3
Unlock your full report whenever you're ready. The complete implementation roadmap — every workflow, tool, and step-by-step guide — is one click away from your snapshot.
Your information is used solely to produce your audit report and is never sold, shared, or used for any other purpose. All data is handled securely and in compliance with Australian Privacy Principles (APPs).
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