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Pre-Call Questionnaire

A few short questions before
our 15-minute fit call.

Before the quick fit call, could you answer a few short questions? This helps me understand where enquiries come from, what admin is taking time, and whether AI or simple automation could realistically help.

About 5 minutes · eight questions · no sensitive details needed

What happens next: after you send this, I’ll review your answers and either email you a booking link for a quick 15-minute fit call, or reply with the next best step if a call doesn’t make sense yet. Either way you’ll hear back within one working day.

Your details

So I can match this to your earlier enquiry and reply to the right inbox.

1. Where do most enquiries come from at the moment?

Tick all that apply.

2. What usually happens after someone enquires?

For example: call back, send quote, ask for photos, book a visit, send prices, add to diary, etc.

3. Do enquiries or follow-ups ever get missed?

Honest answer is the useful one.

4. What admin task takes up the most time each week?

For example: replying to messages, quoting, chasing info, booking people in, reviews, invoices, content, reminders, etc.

5. What questions do customers ask again and again? (optional)

The repeat questions are usually a clue about your FAQ page and AI visibility. Skip if nothing obvious comes to mind.

6. Do you currently use any tools for bookings, quotes, CRM, reminders, reviews, or email / SMS? (optional)

If yes, which ones? Otherwise leave blank and we’ll cover it on the call.

7. What would you most like to improve?

Tick all that apply.

8. Anything else worth knowing before the call?

Optional. Context, constraints, deadlines, anything.

By submitting, you agree to our Privacy & Cookie Policy and consent to being contacted about your enquiry. Forms are processed by FormSubmit.

Once you’ve sent the answers over, we can do a quick 15-minute fit call. If there’s a clear opportunity, I’ll explain what the full AI Opportunity Audit would include. If not, I’ll still point you in the right direction.

What the call is — and isn’t

It is

  • A 15-minute fit call.
  • A chance to understand your business.
  • A check on whether the audit makes sense for you.
  • An honest answer either way.

It isn’t

  • A free consultation.
  • A hard sales pitch.
  • A live audit on the call.
  • An hour of your time — 15 minutes, kept to.
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