A few taps to set the scene. Nothing here is required — skip anything you're unsure about.
What industry are you in? Choose one (optional) Construction & trades Professional services (legal, accounting, consulting) Home services (HVAC, plumbing, cleaning, landscaping) Healthcare & wellness Real estate & property management Retail & e-commerce Manufacturing & logistics Hospitality & food service Marketing & creative Finance & insurance Nonprofit Something else
How big is your team? Just me 2–10 people 11–50 people 51–200 people More than 200
What tools run your business today? Pick everything that applies.
QuickBooks / Xero / accounting software Excel or Google Sheets Google Workspace (Gmail, Docs, Drive) Microsoft 365 (Outlook, Teams) A CRM (HubSpot, Salesforce, etc.) Project management (Asana, Monday, Trello) Scheduling tools (Calendly, Acuity) E-commerce (Shopify, WooCommerce) Stripe / Square / payment tools Slack or Teams chat Industry-specific software Mostly paper, phone, and email
Roughly how many hours a week does your team spend on repetitive manual work? Less than 5 hours 5–15 hours 15–40 hours More than 40 hours Honestly, no idea