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Name
*
First Name
Last Name
Email
*
Phone Number
*
What's your business name?
*
What's your website (If applicable)?
example: mycompany.com
Have you worked with us before?
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No, I'm new
Yes, I’ve worked with you before
How did you find out about us?
*
Please Select
Facebook
LinkedIn
Instagram
Youtube
Received an email or message
Business Community
Referral
Other
What type of home improvement business do you run?
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Examples: Cleaning, HVAC, Plumbing, Landscaping, Roofing, etc.
How many people are on your team (including you)?
*
Please Select
Just me
2-5
6-10
11+
What tools are you currently using to run your business (for scheduling, quoting, etc.)?
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examples: Jobber, Housecall Pro, Calendly, Google Sheets, etc.
What part of your business feels the most frustrating or time-consuming?
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What would a successful automation system help you achieve (select all that apply)?
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Stop doing everything manually
Close more deals
Improve follow-ups
Run your business smoother
Cut down on phone calls and messages
Other
List any changes in your business since we last worked together?
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(E.g., new business phone number, new calendar system, new software tools)
What would you like done, or what’s not working the way you want?
example: kfixing a workflow, adding a new automation, improving notifications, connecting a new tool, or expanding an existing system.
If any, please type your questions or comments below.
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