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Roadmap
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Strategic Partnership
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Contact us
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SECTION 1: BUSINESS CONTEXT (Qualifying)
Question 1:What best describes your business stage?
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Solo founder (just me, maybe a VA)
Small team (2-10 people)
Scaling company (11-50 people)
Established business (50+ people)
Question 2: What's your current annual revenue?
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Under $100K
$100K-$300K
$300K-$1M
$1M-$5M
$5M+
Question 3: How many hours per week are YOU personally spending on operational tasks (not your core genius work)?
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0-5 hours (operations run smoothly)
5-15 hours (manageable but could be better)
15-30 hours (operations are eating my time)
30+ hours (I'm drowning in operations)
SECTION 2: OPERATIONAL CHALLENGES (Pain Points)
Question 4: What's your biggest operational challenge right now?
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Everything runs through me - I'm the bottleneck
Fragmented systems - nothing talks to each other
Inconsistent processes - different every time
Growth is outpacing our systems - we're breaking
Team isn't following the systems we have
Question 5: Which operational area is causing you the MOST friction?
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Client onboarding and fulfillment
Content creation and marketing
Team communication and project management
Sales and lead generation
Financial operations and reporting
All of the above (help!)
Question 6: When you think about your operations, how do you feel?
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Calm and confident - we've got this
Manageable - some chaos but we're handling it
Overwhelmed - always firefighting
Completely lost - no idea where to start
SECTION 3: AI READINESS (Technology Assessment)
Question 7: How are you currently using AI in your business?
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Not using AI at all yet
Using ChatGPT occasionally for writing/ideas
Using AI tools regularly (multiple tools)
Have some automated workflows with AI
AI is deeply integrated into our operations
Question 8: What's your biggest concern about implementing AI?
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I don't know where to start
Worried it will make things more complex
Concerned about losing the personal touch
Not sure what's worth automating vs. keeping manual
Budget/ROI concerns
I'm not concerned - I'm ready to implement
Question 9: If you could automate ONE thing tomorrow, what would it be?
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SECTION 4: READINESS & COMMITMENT (Qualification)
Question 10: What's your timeline for making operational improvements?
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ASAP - this is urgent
Next 1-3 months
Next 3-6 months
Just researching for now
Question 11: What's your budget range for operational improvements?
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Under $2,500
$2,500-$5,000
$5,000-$15,000
$15,000-$30,000
$30,000+
Not sure yet
Question 12: What's your preferred next step?
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Get a strategic assessment and roadmap
Jump on a call to discuss my specific situation
Learn more about services and pricing
Just want resources and tips for now
How did you hear about us?
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LinkedIn
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Google Search
Referral
Quiz
Podcast
Other
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