1. Just want to know what type and size business you work within - This will help us to know if you are a startup or a more mature organisation
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Startup (0–20 staff)
Scale-up (20–200 staff
SME (200–1,000 staff)
Large Enterprise (1,000+ staff)
Government / Public Sector
NGO / Non-profit
Other
2. What industry do you operate in? - This will help us to assign a specialist from the industry to advise you
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Professional Services
Technology & SaaS
Retail & eCommerce
Healthcare
Education
Banking / Finance
Logistics / Transport
Sport / Federations / Clubs
Manufacturing
Government / Municipal
Other
3. Where do you operate - just in one location or multiple? - This will help us to maybe consider some of our regional teams to assist further
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UK
Europe
Middle East
Asia
Africa
USA
LATAM
Global
4. How would you describe your organisation’s current digital maturity and the systems/ process you use? (copy)
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Very early — mostly manual processes
Developing — mix of digital + manual
Scaled — structured digital systems
Advanced — automation across departments
Leader — AI + predictive systems in use
5. Which tools do you currently use? - This will help us to understand your current efficiencies
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CRM (HubSpot, Zoho, Salesforce, etc.)
Calendar System (outlook, google, calendly, etc..)
ERP (SAP, Oracle, Odoo, Microsoft, etc)
HR (Workday, BambooHR, Zoho People, etc)
Project/Agile tools (Jira, Monday, Asana)
Finance systems (Quickbooks, Xero, etc..)
Spreadsheets / manual processes
Custom-built internal systems
None
Other
6. Are your internal systems already integrated with one another ?
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Fully integrated
Partially integrated
Minimal integration
Not integrated at all
7. Which challenges below are you currently facing? - This gives us an immediate understanding of your recognition in your own challenges
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Workflow inefficiencies
Systems not connected
Manual data entry
Poor reporting / lack of visibility
Need for automation
Compliance & governance issues
Scaling challenges
Lack of AI insights
Customer/employee experience problems
Too many to name
Other
8. Which areas are highest priority for improvement? - This helps us to understand you knowledge of recognised solutions
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Automation
System integration
Data consistency
Analytics & dashboards
AI-driven insights
Team collaboration
Customer or user experience
9. Are there any modules below that immediately interested you? - This will help us to find a few 'quick wins' for you
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AI Employee Call Answering
Connect My Systems (Integrations & API Hub)
Automate My Workflows
Dashboards & Easy Reporting
AI Insights & Predictions
Staff / Customer Portal
CRM & Lead Management
Ai Chat Bots/ Ai Assistants
Lightweight ERP Tools
Compliance & Audit Controls
Data Warehouse / Single Source of Truth
10. What outcomes are you aiming for?
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Reduce operational costs
Improve speed / productivity
Centralise systems
Automate manual tasks
Improve customer experience
Enable AI capabilities
Scale into new markets
All of the above
11. What budget do you have in mind to improve your business, remove your challenges and generate significant more revenue / clients?
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$100 - $1k
$1k – $10k
$10k – $50k
$50k–$150k
$150k–$300k
$300k–$1M
$1M+
Not sure yet
12. What timeline are you targeting for implementation?
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Immediately (0–30 days)
1–3 months
3–6 months
6+ months
13. What is your role in the decision-making process?
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Final decision maker
Part of the decision team
Researcher / Initial contact
Consultant / Advisor
17. Anything else we should know about your organization or requirements? - Please be as detailed as possible as the more we know, the more we can help
Full Name
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Company Name
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Email
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