Client assessment

Fill in during or after the discovery call. Claude will recommend the right tier.

Client basics

Business name

Industry

Team size

Annual revenue

Pain points

Too much manual data entry or admin

Missing or slow response to client enquiries

Team spending time on repetitive tasks

No system for following up leads

Disconnected tools that don't talk to each other

No 24/7 availability for clients

Struggling to scale without hiring more staff

Documents / reports take too long to produce

Quick context

What does a great outcome look like for them?

Existing tools they use

Budget comfort on the call