Discovery · Automation

Automation: the questions we need answered.

Enough to map one process end to end and put hours and dollars against automating it.

Answer it and we produce a free automation blueprint — free, yours to keep, and no call required to receive it. Skip anything you don't know; a blank is information too.

22 questions About 10 minutes Ends with a free automation blueprint
Not sure this is the right one? The full discovery questionnaire covers every service at once and tells us which is worth doing first. It takes about twenty minutes.

Questionnaires for the other services

Prefer a document? Download the fillable PDF — every questionnaire in one file, typed into and emailed back. Or call (412) 463-2126 and we will work through it together.

Free · No obligation

Automation questionnaire

Goes to one strategist, not a list. You can stop and send at any point.

Step 1 of 3
Section 01 · The process itself

Pick the one that annoys you most and walk us through it.

Why we ask. Automation is priced per workflow. One process described properly is worth more than ten described vaguely.

The retyping is where the money is. Be tediously literal.
Section 02 · The systems it runs on

What we would be connecting.

Why we ask. Whether a workflow takes days or weeks comes down to whether the tools involved have decent APIs and who holds the logins.

Section You · Where to send it

Last section. Then it comes straight to a strategist.

Why we ask. Your answers go to one person, not a list. We reply with the deliverable, not a calendar link.

This one we do need.
This one we do need.
This one we do need.
Not a commitment — it stops us proposing something you would never buy.
Next step

Answers in, deliverable out — inside two business days.

Nothing here obliges you to anything. Read what we send, keep it either way, and decide afterwards whether a twenty-minute walkthrough is worth your time.

No obligation · No contracts to start · Your data is never resold

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