Assessment Intake

What’s your first and last name?*

What email did you use when registering for this call?*

Phone

How did you find out about this offer?*

ReferralX.comLinkedInOther

What would be most important to you?*

Make more moneyGet hours backHave happier customers

What is your most repeated weekly task?*

How many hours per week is this costing you?*

Where do things stall or fall through the cracks?*

If you could wave a magic wand and this was fixed, what would change?*

What is your current level of familiarity with AI?*

1 - No current familiarity or usage2 - Chat tools (ChatGPT or Claude type tools)3 - Claude Cowork - Folder based Projects - or similar4 - Using Claude Code - Codex - or simiar (even if for non-technical uses)5 - Using Agents single threaded6 - Using teams of agents7 - Autonomous agents managing teams of agents

Which tools do you use the most?

Optional — select all that apply.