Before we schedule the call, tell us briefly what you do and what problem you want to solve. 5 minutes. It helps us prepare the conversation and not waste your time.
Tell us in your own words — what happens, when, who it affects, what consequence it has. No need for technical language. 2-4 sentences are enough.
Optional. Even if you're not sure it can be automated, describe it briefly — let us evaluate it.
Appointments, clients, invoicing, client communication, etc. If you don't use anything, put that too.
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