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Answer a few questions so we can design a digital system customized to your business goals, tools, and workflows.
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Business Overview
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Solo Business Owner
Startup with a Small Team (2–5)
Growing Team (6–20)
Established Business (20+ Team Members)
Current Tools & Challenges
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Google Sheets or Excel
Trello / Asana / ClickUp
Existing CRM That’s Not Working
No System Yet – Doing Everything Manually
Other (will explain below)
What Are You Hoping to Achieve?
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I’m Starting from Scratch – Build Me a Complete System
I Want Everything Automated – I Don’t Want to Touch It
I Want to Stay Hands-On – Just Help Me Organize
I Need a CRM to Manage Leads, Clients, and Sales
Want a Client Portal for Easy Communication
I Need a Workflow to Keep My Team on Track
Want to Save Time & Stop Repeating Tasks
Just Need Something Simple That Works
I’m Ready to Scale and Need the Right Tools
Other (I’ll explain below)
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