• Tell Us About Your Business

  • Tell us how your business runs today — 10 minutes, no wrong answers. It's how we work out what will actually help. Fixed-price proposal within two business days.

  • Your business

  • Who are your typical customers?*
  • How do most customers find you today?*
  • Roughly how many sales or jobs in a typical week?*

  • How customers buy from you today

  • How do customers place an order or book a job?*
  • Can customers buy or book from you after hours without speaking to you?*
  • Do you ever miss enquiries or forget to reply?*
  • Do you quote jobs before selling? How do you create and send quotes?*

  • How you get paid

  • How is payment currently received?*
  • When do customers pay?*
  • Do you send invoices? How are they created?*
  • How do you track who has paid and who owes you?*
  • Do you ever have to chase late payments?*

  • Getting products or services to customers

  • How do products get to your customers?*
  • Who pays for delivery, and how do you work out the cost?*
  • How do you tell the customer their order is ready or on its way?*
  • Are items ready to go (in stock) or made per job?*
  • Typical time from order to the customer having it?*

  • Stock, tools and admin

  • How do you track inventory / stock levels?*
  • Have you ever sold something you didn't actually have in stock?*
  • Where do customer details live?*
  • What email address does the business use?*
  • What accounting software do you (or your bookkeeper) use?*
  • If you don't use accounting software — would you want it set up so sales flow straight into your books?*
  • Do you own your website address (domain)? e.g. yourbusiness.com.au*

  • Time and pain

  • Which admin task eats the most of your week?*
  • Roughly how many hours a week go to admin (not the actual work)?*

  • Where you want to get to

  • In 12 months, what does better look like?*

  • Your details

  • Format: (000) 000-0000.
  • Should be Empty: