Before the call

Answer every question, in order. The answers are what we run through the audit. This form does not book the call.

The week

Name Required

Email Required

What are the three tasks that eat the most of your time each week? Required

Of those tasks, which one would you pay the most to make disappear? Required

A time that suits a 20-minute call Required

Where do you currently feel the bottleneck is in your business? Required

What gets dropped or delayed when you're swamped? Required

Have you installed Voxer? Required

Voxer is a walkie-talkie phone app. We use it for short voice notes between calls.

YesNoI will install it before call 1

Company Required

Website Required

Role / title Required

Annual revenue Required

Industry Required

Employees Required

Hours each week doing the work Required

Hours each week running the business Required

For each area, name 1 or 2 processes that happen weekly or monthly. Write none if that area does not apply.

Sales Required

Operations Required

Finance Required

Marketing Required

Research and numbers Required

Top software tools you use Required

AI tools you already pay for, and how you use them Required

List your team. Is anyone on your team using AI in their work today? Who are they? Required

If you reclaimed 10 hours per week, what would you do with that time? Required

What does winning look like 90 days from now? Required

Best email for call recording recap links Required

Internal acronyms, codenames, or named processes Alan should know Required

Anything else Alan should know before our first call?