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Refined Application Funnel
1
Before we start - we don't wanna be rude...
Who are we talking to today?
*
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What is your first name?
What is your first name?
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2
Great to meet you {firstname},
what is your email?
*
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example@example.com
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3
And your phone number?
*
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Area Code
Phone Number
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4
Explain your business in 1-3 sentences,
like you're talking to a 6th grader.
*
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Sharing detailed information with us beforehand helps us prepare the most relevant resources for a more effective and personalized session.
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5
How long has your business been operating?
*
This field is required.
Businesses face different challenges at various stages. This helps us tailor our recommendations to your experience level.
Less than 1 year
1-3 years
3-5 years
5-10 years
10+ years
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6
How many people are on your team,
including you
*
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The size of your team shapes what's worth documenting first and how your people will actually use it. This helps us tailor our recommendations to how your business runs.
Just Me
2 - 5
5 - 15
16 - 30
35 - 50
50+
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7
What's the biggest challenge you want help solving
*
This field is required.
The one thing that, if it were fixed, would take the most off your plate. The more specific you are, the more useful your call.
0/0
Huge
Large
Normal
Small
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Created with Sketch.
Ok
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8
When you picture the fix,
what are you mainly after?
*
This field is required.
Businesses face different challenges at various stages. This helps us tailor our recommendations to your experience level.
Getting how my business runs documented so my team can follow it
Software or an app to run everything
AI or automation to do the work instead of the team
Marketing, sales, or getting more customers
Not sure yet
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9
How soon do you want this sorted?
*
This field is required.
How soon you want this sorted shapes where we'd start and how quickly we'd move. This helps us tailor our recommendations to your priorities.
It's urgent, I want to start now
In the next few weeks
In the next 1 to 3 months
Sometime this year, just planning ahead
Just curious, exploring my options
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10
What’s your
monthly revenue?
*
This field is required.
Your revenue level often determines the complexity of the systems you need and the best starting point for scaling.
$0-$10k / month
$10k - $50k / month
$50k - $100k /month
$100k - 300k /month
$300k-$500k /month +
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11
Are you open to
making an investment in your business
if the solution is the right fit?
*
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Yes, I am willing and able.
No, but I can find the means through loans or credit.
No, I am unwilling and unable.
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