54 founders and operations leaders reviewing systems live
Serving High Value markets: 🇺🇸 🇬🇧 🇨🇦 🇦🇺 🇩🇪 🇫🇷 🇳🇱 🇦🇪
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Custom Systems Scoping

Tell Us What You Want Your Business To Stop Doing Manually.

Complete the 7 Step interactive workflow questionnaire below. Watch your custom Automation Brief populate in real time on the right.

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Step 1: What type of business do you run?

Select the category that best matches your operational model.

🨃Cleaning Company
🏠Roofing Contractor
❄HVAC & Plumbing
🏢Real Estate Agency
🩺Dental / Clinic
⚖Law Firm
📊Accounting Firm
🚀Marketing Agency
🛒Shopify / Ecommerce
👤Consultancy / Coach
💪Gym / Fitness
⚙Other Enterprise

Step 2: What would you like to automate?

Select all workflows that currently cause friction (Multi-select).

⚡Lead Qualification
💬Customer Support AI
📅Appointment Booking
📄CRM Data Sync
✉Email Automation
📱WhatsApp Automation
💰Sales & Invoicing
📈Marketing Attribution
⚙Internal Operations
🤖AI Agents

Step 3: What tools do you currently use?

Select the platforms your business relies on (Multi-select).

■GoHighLevel
■HubSpot
■Zapier / Make
■n8n
■Google Workspace
■Airtable
■Slack / Teams
■Shopify / Stripe
■Salesforce/Pipedrive
■Twilio/WhatsApp

Step 4: How many people are on your team?

Helps calculate coordination complexity and user permissions.

1 - 5 Solopreneur or small core team
6 - 15 Growing department / agency
16 - 50 Multi-location or scaling firm
50+ Established Enterprise

Step 5: What is your biggest operational bottleneck?

Describe what consumes the most hours or where deals are dropping off.

Step 6: How soon would you like to implement?

Select your target deployment window and estimated budget range.

🚀Immediately (1-2 weeks)
📅Within 30 Days
⏳Next Quarter
👁Researching Options

Step 7: Where should we send your Automation Plan?

Our team will review your selections and prepare a technical feasibility breakdown.

DIRECT TECHNICAL CONSULTING

Prefer To Discuss Your Systems Live?

Book a 20 minute Zoom screen share to review your current tool stack and map potential automations in real time.

BOOK A FREE ASSESSMENT With Specialist →