About your business
Just enough so we can build context. We'll go deeper on our first call.
Business name
In one or two sentences, what does your business do and who does it serve?
Your customer flow
Helps us scope which integrations to wire first. Skip anything that doesn't apply.
Do all customer messages come into one inbox tool (e.g. respond.io, Zendesk, Front)?
— choose —
Yes, all in one tool
Some are; others land elsewhere
No, channels are separate
When a new lead comes in, where does it land first?
— choose —
In the messaging inbox (WhatsApp / IG / etc.)
Directly in our CRM via a web form
Both, depending on the channel
Other (note in "anything else" below)
How do you currently quote a job?
— choose —
Fixed rate (e.g. per square meter, per unit, per hour)
Site visit / call, then custom quote
Mix of both
Other
Do you have a database of customer types / job archetypes you reuse for quoting?
What's your average deal size, roughly?
Roughly what percentage of leads turn into paying customers?
What's eating your time?
Three things. Be specific. The more concrete, the more useful this is.
Time-sink #1
Time-sink #2
Time-sink #3
Anything on fire right now?
Logistics
Cloud preference
AWS me-central-1 (UAE Dubai) — recommended
Hetzner (Europe — cheaper)
DigitalOcean (US/EU)
Not sure — please advise
Whatever you pick, the box runs on YOUR account. ~$22/mo on your bill, not ours.
Do you already have an AWS account?
Yes
No, but I'll set one up
No, I'll need help setting one up
When do you want to start?
As soon as possible
Within 2 weeks
Within a month
Just exploring
How did you hear about us?
Anything else we should know?