Let’s Connect

Name *

First Name

Last Name

What would you like to automate today?* *

Sales + Marketing

Production / Service Offering

Customer Service

Financial Mangement

Administrative Tasks

Other

Do you have a written Standard Operating Procedure in place for the task you would like to automate? *

Yes

No, not yet.

Which of the following systems do you have in place? *

Customer Relationship Manager (CRM) (HubSpot, ZOHO, Instantly, Etc.)

Accounting Software (QBO, Square, Stripe, Etc.)

Project Management System (Monday.com, Asana, Etc.)

Cloud Storage (Google Drive, Dropbox, Etc.)

Communication (Gmail, Outlook, Slack, Etc.)

None at the moment.