Find your best place to start

Tell me what is slowing your business down, what your team wants to learn, or where you think AI might help. This short form gives us a useful place to start.

Need help filling out the form? Ask the chat bubble in the corner and we'll answer you here.

Takes approximately 5 minutes to complete. Your information is kept private.

1. Contact & Business Overview

Your Full Name *

Business Name *

Work Email *

Phone Number *

What industry are you in, and how many employees / locations do you have? *

The Growth Stress Test *

Imagine you gained a large wave of new customers today (say, 100+ in a single day). What would be the very first thing in your business that breaks?

2. Daily Operations & Time Leaks

The Time Drain *

What repetitive admin tasks (data entry, scheduling, creating quotes, client follow ups, paperwork) consume the most office hours each week?

The Communication Bottleneck *

Where does work or client communication get delayed waiting on a staff member to copy, paste, check information, or retype data?

Follow up & Leads *

Are you missing after hours inquiry leads, taking too long to send estimates, or struggling to follow up with past clients consistently?

3. Systems & Data Setup

Current Software Stack *

What core software does your office rely on daily (e.g., CRM, scheduling, QuickBooks, Google Workspace, Outlook), and where do they fail to talk to each other?

Data Privacy & Security Requirements *

Do you handle sensitive client or proprietary business data that MUST stay in house on local hardware, or are secure cloud AI platforms acceptable?

4. Goals & AI Readiness

Current Staff AI Usage

Is anyone on your team currently using tools like ChatGPT or AI software on their own? What are they using them for?

The Dream Outcome *

If we could automate or streamline just ONE operational headache in your business next week, what would make the biggest impact?

🔒 Your information is encrypted and delivered directly to Watchtower Digital Management.