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Full Name *

Phone Number *

Email Address *

Timezone *

Company Website URL

Company Size *

Company Size (Annual Revenue) *

Industry *

Other Industry *

Primary Challenge (Select all that apply) *

Manual administrative tasks Customer communication/support Inventory management Appointment scheduling Data entry and processing Billing/invoicing processes Employee scheduling Document management Reporting and analytics Other

Other Challenge *

Current Pain Points (Select all that apply) *

Too much time on repetitive tasks Staff overwhelmed with admin work Inconsistent processes across locations Poor customer response times Data scattered across multiple systems Manual errors causing problems Difficulty tracking business metrics Other

Other Pain Point *

Current Software/Systems (Select all that use) *

CRM system (Salesforce, HubSpot, etc.) Accounting software (QuickBooks, Xero, etc.) Scheduling software POS system Email marketing platform Project management tools Custom databases Spreadsheets for most processes Paper-based systems Other

Other Software/System *

Technical Comfort Level *

When do you need this implemented? *

Decision Timeline *

Investment Range for AI Implementation *

Payment Preference *

Who's involved in this decision? *

Your Role *

Other Role *

Preferred Contact Method *

Best Time to Reach You *

Additional Information

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Name of the person who referred you

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