Step 01 · About you
Let's start with who we're talking to.
A handful of details so we can route your request to the right consultant and follow up properly.
Why we ask
We'll only use your contact details to send your opportunity plan and a short follow-up. No newsletters, no third parties — ever.
Website optional
Industry
Professional services
Legal
Finance & accounting
Property
Construction & trades
E-commerce & retail
Healthcare
Agency / creative
Hospitality
Manufacturing
Non-profit
Other
Team size
Select team size…
1–5 people
6–15 people
16–50 people
51–150 people
151–500 people
500+ people
Please pick a team size.
Annual turnover optional
Prefer not to say
Under £250k
£250k – £1M
£1M – £5M
£5M – £20M
£20M – £100M
£100M+
Years trading
Select…
Less than a year
1–3 years
4–10 years
10+ years
Please choose one.
Business model
Select…
B2B services
B2B software
B2C / consumer
Marketplace / platform
Mixed
Please choose one.
Customer & sales
Salesforce
CRM / sales cloud
Capsule / Zoho / other
CRM
Email, calendar & docs
Google Workspace
Gmail, Calendar, Drive
Microsoft 365
Outlook, Teams, SharePoint
Dropbox / Box
File storage
Project, ops & comms
Microsoft Teams
Chat & meetings
Asana / Monday / ClickUp
Project management
Trello / Linear / Jira
Tickets / boards
Calendly / Cal.com
Scheduling
Finance & HR
QuickBooks / Sage
Accounting
Stripe / GoCardless
Payments
BambooHR / HiBob / Personio
People ops
Anything else we should know about your stack? optional
How you show up
Who posts & responds today?
Founder
In-house marketer
Virtual assistant
Agency
Freelancer
Honestly — nobody right now
Posting cadence
Daily
Few times a week
Weekly
Monthly-ish
Sporadic
Pick the tasks that eat the most time
Email triage & replies
Sorting inboxes, chasing replies, drafting follow-ups
Scheduling & calendar wrangling
Booking, rescheduling, confirming with clients & staff
Lead qualification & follow-up
Chasing warm leads, CRM updates, discovery prep
Quoting & proposal writing
Pulling together numbers, scoping docs, SOWs
Invoicing & chasing payments
Raising invoices, statements, late-payment reminders
Reporting & weekly rollups
Pulling data from tools into decks or board packs
Content drafting
Blog posts, newsletters, case studies, LinkedIn
Social media management
Scheduling posts, responding to DMs and comments
Market & client research
Briefs before meetings, competitor scans, pre-reads
Client or employee onboarding
Welcome emails, forms, document collection, reminders
Data entry & reconciliation
Copying between systems, matching records, cleanup
Document summarising & extraction
Reading contracts, reports, PDFs and pulling answers
Customer support & FAQs
Answering the same 20 questions over & over
HR & recruiting admin
Screening CVs, scheduling interviews, reference checks
Tell us in your own words
Where does your team lose the most hours each week?
Specifics help. Who does it, how often, and how long it takes.
Give us a sentence or two — this is the most useful part.
What are you hoping AI will do for you? pick any
Give my team their time back
Grow without more headcount
Respond to customers faster
Raise the quality bar on outputs
Get insight from data I already have
Use AI without leaking our data
Stay compliant in a regulated sector
Honestly — I want to understand what's possible
Monthly budget in mind
Select a range…
Still scoping
Under £1,000 / month
£1,000 – £3,000 / month
£3,000 – £7,500 / month
£7,500 – £20,000 / month
£20,000+ / month
One-off project (not monthly)
Pick a range — we'll work with it.
Ideal start
Select…
ASAP — this month
Next 1–2 months
Next quarter
Exploring for later this year
Just researching
Please choose one.
Preferred path
Rent an AI worker
Full done-for-you build
Start with a consultation
Private / on-prem AI
Team training first
Not sure — help me pick
Anything else we should read before our first call? optional
Thank you — we've got it.
A senior consultant will read through your answers and come back within one working day with a short, written opportunity plan for your business . No deck, no sales call required to read it.