AI Automation Plan
Let's learn about your business.
Answer a few quick questions so we can prepare your personalised AI automation plan.
Tell us about your business.
We'll use this to personalise your automation plan.
Industry
Trades & Construction
Real Estate
Professional Services
Healthcare
Hospitality
Logistics
Finance
Retail / E-commerce
Other
Number of employees
Just me
2–5
6–20
21–50
51–100
100+
What software do you currently use?
Select everything that applies — we'll build around your existing stack.
Google Workspace
Microsoft 365
HubSpot
Xero
Salesforce
Shopify
Slack
Teams
Notion
ClickUp
Other
What would you like to automate?
Choose as many as apply — we'll map these to real automations in your plan.
Lead Generation
Emails
CRM
Customer Support
Scheduling
Reporting
Onboarding
Invoices
Internal Processes
AI Employee
Other
Tell us how your business works today.
A few sentences is plenty.
- Tell us how your business currently works.
- What takes the most time?
- What would success look like?
Budget & timeline.
This helps us scope a proposal that actually fits.
Budget
Under $2,000
$2k – $5k
$5k – $10k
$10k+
Timeline
ASAP
Within 30 days
Within 90 days
Just exploring