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1.
How would you describe yourself?
Please select a value
Founder/Owner
C-Suite
Executive/VP
Director/Manager
Freelancer/Consultant
Individual Contributor/Other
2.
What type of company are you part of?
Please select a value
Marketing / SEO agency
Web / software development agency
Creative / branding / design studio
Lead gen / sales agency
IT services / MSP / cybersecurity
Business / management consultancy
Finance / accounting / bookkeeping firm
Legal / compliance / advisory
HR / recruiting / staffing
Construction / trades (HVAC, electrical, plumbing, etc.)
Facilities / property / maintenance services
Logistics / transportation / field services
Other B2B service company
Not in a service business / Other
3.
About how many people work there?
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0-5
6-10
11-30
31-50
51-100
101-500
501+
4.
How automated is the company today?
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Mostly manual
Some tools, but lots of copy-paste between them
Several systems connected, but often break
Well-automated, but messy
Very automated & documented
5.
Which tools are critical to how your company runs?
HubSpot / Pipedrive / Salesforce
Airtable / Notion / Sheets
QuickBooks / Xero
Slack / Teams
Zapier / Make
n8n
Monday / ClickUp / Asana
Google Workspace
Other
6.
What’s the biggest thing limiting your growth right now?
We need more people
We have people, but they’re overloaded
We’re wasting too much time on admin
We can’t see what’s really happening in the business
Sales is the main bottleneck
Not sure yet