Pre-call intake

Tell Us How Your Business Runs Today

A short intake before your Systems Call. Your answers let us research your operation in advance and arrive with relevant tools, examples, and a working hypothesis of where your margin is leaking.

Haven't booked yet? Booking comes first — pick a time on the Systems Call calendar, then come back and complete this form. Anytime before your call works; the earlier we have it, the more prep we can do.

We research before we talk

Your answers let us study your workflows, benchmark your stack, and shortlist tools that actually fit your operation.

The call starts at step two

No discovery questions burning your 30 minutes. We open with observations and options specific to your business.

Takes about 8 minutes

Only two questions require detail. Estimates and ranges are fine — precision is what the audit is for.

Pre-Systems Call intake

Fields marked required are the ones we genuinely need. Everything else helps us prepare better.

About you

Full name *

Work email *

Your role

Company *

Your business

Website or main online presence

Industry

Team size

Annual revenue range

How work moves today

Walk us through your current process, from new lead to paid invoice *

What breaks most often, or costs you the most time and money? *

Tools you currently use

If we could only fix one area first

Scope and timing

When do you want this solved?

Investment range you've considered

What would a win look like in 90 days?

Anything else we should know?

We use this information only to prepare for your Systems Call. No sales lists, no sharing with third parties. See our Privacy Policy.

How the first Systems Call runs

0–5 min · Context check. We confirm what we read in your intake and what's changed since.
5–15 min · Workflow mapping. We trace one real process end to end and mark every handoff and delay.
15–25 min · Bottleneck naming. We identify the two or three constraints costing you the most and why.
25–30 min · Clear recommendation. Systems Audit, a scoped build, a branding and website engagement, or nothing — if the fit isn't right we tell you.

Follow-up calls and billing

Your first Systems Call is complimentary, with no obligation.
One follow-up call to review scope, answer questions, or include another stakeholder is also complimentary.
Beyond that, advisory time is billed under a written scope — a Systems Audit, a build sprint, or an hourly advisory block. We tell you before any meeting becomes billable.
Calls covered by an active engagement are never billed separately.

Come prepared with

One recent example of a process that went badly
Rough monthly volumes — leads, projects, invoices
Who on your team owns each stage
Any deadline or event driving the timeline

Next step

Intake First, Then Book Your Time

Submit this form, then choose a slot on the calendar. We only take calls where we've already reviewed the intake.

Book a Systems Call