Your Axiomate Blueprint — Intake Form

Contact

Business

Challenge

Operations

Tools

Contact Information

Full Name *

Email Address *

Company Name *

Company Website *

Phone Number (optional)

About Your Business

Industry *

Manufacturing Retail Healthcare Prof. Services Real Estate Construction Hospitality Education Financial Technology

Other:

Team Size *

Helps us calculate realistic ROI for your business

1-10 11-50 51-200 201-1,000 1,000+

Other:

Annual Revenue Range *

Used for benchmarking against similar-sized companies

Under $1M $1M - $5M $5M - $20M $20M - $100M $100M+ Prefer not to say

Other:

Your Biggest Challenge

What's the #1 time-consuming task you wish you could automate? *

Be specific! We'll prioritize solutions for this problem. Example: "Manual data entry from invoices takes 10+ hours/week"

Walk us through that process — what are the actual steps involved? *

Example: "1. Open email with invoice PDF → 2. Manually type line items into QuickBooks → 3. Cross-check against PO → 4. Flag mismatches to manager"

How many hours per week does your team spend on repetitive, manual tasks? *

Include data entry, report generation, scheduling, follow-ups, etc.

1-5 hours 6-10 hours 11-20 hours 21-40 hours 40+ hours Not sure

Other:

How many team members are involved in these repetitive tasks? *

Count everyone who touches this process, even part-time

Just me 2-3 people 4-10 people 11-25 people 25+ people

Other:

Operations & Growth

Which department/area faces the biggest operational bottlenecks? *

Sales Marketing Operations Customer Service Finance/Accounting HR IT Multiple departments

Other:

What's the estimated monthly cost of these inefficiencies? (optional)

Think in terms of lost productivity, overtime, delayed projects, or missed opportunities. Example: "~$5K in overtime pay" or "~40 hours of lost productivity"

Which of these challenges does your business face? (optional — select all that apply)

Manual Data Entry Scheduling & Calendar Report Generation Customer Support Email Management Invoice Processing Lead Qualification Document Processing

Other:

What percentage of your team's time is spent on strategic work vs manual/repetitive tasks? *

Strategic = planning, innovation, relationship-building. Manual = data entry, admin, reporting

80% strategic / 20% manual 60% strategic / 40% manual 50/50 split 40% strategic / 60% manual 20% strategic / 80% manual Mostly manual work

Other:

Are you planning to grow your team or scale operations in the next 12 months? *

Significant growth (2x+) Moderate growth Staying the same Downsizing / tightening Not sure yet

Other:

Your Tools & Next Steps

Current Tools/Systems (optional — select all that apply)

Google Workspace Microsoft 365 Slack Microsoft Teams Zoom Google Meet Salesforce HubSpot Asana Monday.com Trello ClickUp Mailchimp ActiveCampaign HubSpot Marketing Constant Contact QuickBooks Xero NetSuite Zendesk Stripe/Square Shopify Custom/Legacy Mostly Manual

Other:

Are you currently using any AI or automation tools? (optional)

If yes, please list them. Example: "ChatGPT for content, Zapier for integrations"

Implementation Timeline (optional)

ASAP (this month) Next quarter Exploring Just researching

Other:

Personalized Blueprint Delivered via Email