Pre-Meeting Discovery Form

Submitter Name *

Submitter Email *

Company Name *

Tools & Systems

List the software and services your team uses day-to-day. E.g. Hubspot, Gmail, Monday.com, Google Drive, Xero, Slack

Has Technical Team

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Tech Team Size

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Tech Team Roles

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Workflow #1 to improve

Which workflows would benefit most from automation: the most manual, repetitive, or low-value one. What is the workflow? (e.g. "Updating client records after a call") Where does the data come from and where does it go? Roughly what format is the data in? (spreadsheet, email, PDF, form submission, etc.)

Workflow #2 to improve

Which workflows would benefit most from automation: the most manual, repetitive, or low-value one. What is the workflow? (e.g. "Updating client records after a call") Where does the data come from and where does it go? Roughly what format is the data in? (spreadsheet, email, PDF, form submission, etc.)

Workflow #3 to improve

Which workflows would benefit most from automation: the most manual, repetitive, or low-value one. What is the workflow? (e.g. "Updating client records after a call") Where does the data come from and where does it go? Roughly what format is the data in? (spreadsheet, email, PDF, form submission, etc.)

Anything else?

Thanks — we've got it.