Step 1 of 2 · The intake

Tell us how your business actually runs.

Tell us about your work, your tools, and the tasks you want to improve. Clear, practical answers give us a useful starting point. Please leave out passwords, customer records, financial account details, and confidential documents.

Go to the intake questions ↓

You are commissioning

The Roadmap

$295

Founding price · first 10 · $495 after

Want the plan walked through live? Switch to Roadmap + Call — $750

Tell us about your business. Submitting this form does not charge you.
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Receive your roadmap within 72 calendar hours of confirmed payment. Your private workspace includes a printable plan you can save as PDF.

Want to see the finished product before you type a word? Read a complete sample roadmap →

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Roadmap intake~20 min · save-worthy answers

The basics

Your name *

Please add your name.

Email *

Please enter a valid email.

Business name *

Please add your business name.

Phone

Industry *

Please choose an industry.

Team size

Website If you have one — we'll study it before writing a word.

What you do

What do you sell, and who buys it? * Two or three sentences, in your own words.

This one matters most — a couple of sentences, please.

How do customers find you and reach you today?

What happens after a lead comes in? Walk us through it honestly.

Where the time goes

What eats the most hours in a typical week? *

A sentence or two here shapes half your roadmap.

What software does the business run on today? Name them — CRM, books, scheduling, phones, spreadsheets, whatever's real.

Where do customer records live?

What have you tried with AI so far?

Where you're headed

What does a great next 12 months look like?

Anything AI should never touch in your business? Client conversations, pricing, compliance areas — your no-go zones.

Monthly tool budget you'd be comfortable with — if the return is there?

When do you want to start moving?

Anything else we should know?

Also interested in Living Roadmap ($95/mo or $950/yr — quarterly refresh + monthly "what changed" brief). Nothing is charged; we'll include details with your delivery.

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