Form
Your Name
*
First Name
Last Name
Your Email
*
example@example.com
What’s your business size?
*
Please Select
Solo entrepreneur
Small team (2-10 employees)
Medium business (11-50 employees)
Large business (50-100 employees)
Enterprise
What are your main goals?
*
Identify inefficiencies and create documentation
Improve operational efficiency and track performance
Achieve complete operational transformation with ongoing support
Improve reporting and track KPIs
How many processes would you like analyzed and documented?
1-3 processes
4-5 processes
More than 5 processes
I am not sure
Which areas of your business need improvement? (Select all that apply)
Streamlining workflows
Automating repetitive tasks
Improving team collaboration
Tracking performance metrics (KPIs)
Compliance with industry standards (e.g., ISO:9001)
Other
What tools or systems are you currently using for task and project management?
Please Select
None
Basic tools like spreadsheets, Trello, or Asana
Advanced tools like ClickUp, Monday.com, or custom systems
What is your budget for process improvement services
Please Select
<$200/month
<$300/month
$300-$600/month
More than $600/month
How involved do you want to be in the optimization process?
Minimal involvement; I prefer recommendations only
Moderate involvement with some training and guidance
High involvement with ongoing support and strategy sessions
Do you need ongoing training and advanced customizations?
No, I only need process documentation and check-ins
Yes, but only for specific teams/processes
Yes, across all teams with in-depth guides and support
Total score (tier)
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