Discovery — Zero Point

Section 1 of 8

about you

Your name

Email

What does your business do?

How many people work in your business?

Section 2 of 8

your tools

What you're working with now.

Where does your business data live?

Select all that apply.

Spreadsheets (Excel, Google Sheets)

Accounting software (Xero, MYOB, QuickBooks)

Industry-specific software

CRM or sales system

Paper records or notebooks

Email / inbox

Someone's head

Other

What software do you use to run day-to-day operations?

Section 3 of 8

your time

Most businesses don't realise how much time disappears into manual work.

Research shows the average professional spends 18 minutes just to locate a single document. Across a team, 20–40% of the workday can go to searching for information, copying data, and compiling reports.

Which of these do you or your team spend time on?

Select all that apply.

Anything else that takes too long?

How many hours per week does your team spend on these tasks?

Include yourself and your team. A rough estimate is fine.

Section 4 of 8

what breaks

Example: A customer calls about their order. The person who handles it is on leave. No one else knows where the information lives.

When things go wrong, what's usually the cause?

Select all that apply.

Information lives in someone's head

Data out of sync between systems

Manual entry errors

Waiting on someone to respond or approve

Unclear who's responsible for what

Can't find the right file or document

Process changes and no one updates the system

Other

Is there someone who "knows where everything is"?

Section 5 of 8

your reporting

Example: It's Monday morning. Someone asks for last week's numbers. How long until they get an answer?

What reports does your business rely on?

How often do you generate these reports?

How are reports created now?

Section 6 of 8

the wish

Imagine you could ask your business anything and get an accurate answer in seconds — not hours of digging.

What would you ask?

What would make the biggest difference to your operations in the next 90 days?

Section 7 of 8

investment

Have you set aside budget for operational improvements?

Yes — under $10,000

Yes — $10,000 to $25,000

Yes — $25,000 to $50,000

Yes — $50,000+

Exploring options — no fixed budget yet

No budget currently

Section 8 of 8

before our call

How would you prefer to meet?

Google Meet (video call)

Phone call

No preference

Anything else you'd like me to know before we chat?

link required.

before we chat.

got it.