Software Initial Contact Form

Please fill out the below form so that we have a basic understanding of your business, how you operate and your desired outcomes.
If you do not understand any of the questions, please just answer them as best you can as we will discuss your answers with you.

You can save this form and continue at any time using the button at the bottom of the form.

Your Information

First Name(Required)

Last Name(Required)

Position(Required)

Phone number(Required)

Email Address(Required)

General Business Information

Business name(Required)

Primary business phone number(Required)

Business operating hours(Required)

Eg, “8:00am – 5:00pm, Monday – Friday.”

Business physical address(Required)

Street Address Address Line 2 City State Post Code Country

Specific Business Information

What Industry do you operate in?(Required)

Eg, Construction, Real Estate, Finance, etc

How long has your business been operating?(Required)

Please enter number in years (decimal places accepted)

Please enter a number greater than or equal to 0.

How many employees do you have?(Required)

Please enter a number greater than or equal to 0.

How many contractors do you have with access to your systems?(Required)

Please enter a number greater than or equal to 0.

What primary products do you sell?(Required)

Enter a new row for each product. If more than 5 primary products, just list product categories (Eg, Plumbing equipment, mechanic tools, houses, etc). if you do not sell products, please enter ‘none’

What primary services do you offer?

Enter a new row for each service. If more than 5 primary services, just list service categories (Eg, house sales, onsite vehicle repairs, house planning, etc). if you do not offer services, please enter ‘none’

What software do you currently use for business operations?

If unsure, please type ‘Unsure’

Project Specific Questions

What are your outcome priorities with this project?(Required)

Please select all that apply

What is your 'Other' outcome priority?(Required)

What departments would you like to focus on?(Required)

Please select all that apply

What is your 'Other' department to focus on?(Required)

Where are your Inefficiencies?

On a scale from 1 to 10 for how prevalent the inefficiency is.

Processes(Required)

Eg1, processes still leave physical paper trails. Eg2, processes have employees spending more time looking rather than doing.