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A — About You

Full Name*

Email Address*

Phone Number

Only used to confirm your call slot

Business Name*

Your Role / Job Title*

Business Website

B — Your Business

Industry / Type of Business*

How long have you been operating?*

How many people work in your business?*

Where do you operate?*

How do most of your customers find and contact you?*

PhoneEmailWebsite contact formSocial media DMsWalk-in / in personReferralsOnline booking platformOther

C — Your Current Operations

What tools and software does your business currently use day-to-day?*

List anything you use regularly. Don't worry if you're unsure of exact names.

Walk us through what a typical working day looks like for you or your team.*

What are the three most time-consuming or frustrating tasks in your business right now?*

Are there tasks your team does manually that you suspect could be automated?*

How much staff time per week do you estimate is spent on repetitive admin tasks?*

D — Customer Journey

Describe your typical customer journey from first contact to completed sale or service.*

How do you currently handle customer follow-up after a sale or appointment?*

Do you collect customer data (emails, phone numbers, purchase history)?*

E — Data & Integrations

Where does most of your business data currently live?*

Email inboxSpreadsheetsAccounting softwareCRM systemBooking platformPaper / physical recordsPoint of sale systemCustom databaseVarious places — not centralisedOther

Do you currently have any automations or integrations set up?*

Have you tried any AI tools before?*

F — Goals & Priorities

What does success look like for your business in the next 12 months?*

Which of these outcomes matters most to you right now?*

Saving time — I want hours back in my weekReducing errors — things fall through the cracksGrowing faster — I need systems that scaleImproving customer experience — people aren’t getting fast enough responsesReducing costs — I’m spending too much on manual processesAll of the above equally

Which areas are you most interested in improving?*

Lead generation and follow-upCustomer communications and responsesBooking and schedulingInvoicing and payment chasingReporting and business intelligenceStaff coordination and task managementCustomer onboarding and welcome sequencesSocial media and marketingData entry and adminDocument generationOther

Is there a specific problem you want solved first — above everything else?

G — Practicalities

Approximate monthly budget for ongoing support and tools*

How soon are you looking to get started?*

Are you looking for a one-off build, ongoing support, or both?*

One-off — I have a specific thing I want builtOngoing — I want a long-term automation partnerBoth — start with something specific, then continue from thereNot sure yet — that’s what the consultation is for

Preferred consultation slot*

We'll confirm the exact date and time by email within 1 business day.

How did you hear about SmartWorks AI?*

Anything else you'd like us to know before the consultation?

Let's Understand Your Business