Let's See If We're A Fit

Step 1 of 12 - About You

Your Name(Required)

First Last

Business Name(Required)

Business Industry(Required)

Business Email(Required)

Business Phone(Required)

Business Website

Optional SMS Updates

By checking this optional box, I agree to receive SMS messages from Automize.

I agree to receive SMS messages from Automize about my inquiry, appointments, service updates, and follow-up regarding Automize services. Msg & data rates may apply. Msg frequency varies. Reply STOP to opt out or HELP for help. Consent is not a condition of purchase or service.

What type of project are you looking for help with?(Required)

CRM setup or rebuild - New setup, migration, or CRM restructure

Automation or funnel build - Workflows, funnels, follow-up, or onboarding

AI or advanced automation - AI agents, integrations, or complex automation

Ongoing automation support - Continued improvements, fixes, and optimization

One-time task or fix - A specific, limited piece of work

Not sure yet - Help me determine the right solution

Other

Which best describes the current state of your project?(Required)

We're starting from scratch - We need help designing and building it

We know what we want to build - The process and requirements are fairly well defined

We have an existing process to automate - It works today, but it's manual or inefficient

Our existing system needs improvement - It's working, but needs optimization or expansion

Our existing system is unreliable or broken - Things aren't working the way they should

We're taking over someone else's build - We need help evaluating, completing, or replacing it

We're not sure yet - We know the problem, but need help determining the approach

How well is your current or planned process documented?(Required)

Detailed documentation - Current SOPs, process maps, or detailed requirements

Some documentation - We have materials, but there are gaps

Mostly undocumented - The process mostly lives with our team

Not documented - Very little has been formally mapped or written down

No process exists yet - We need help designing it

What CRM or Marketing Automation Platform are you using?(Required)

GoHighLevel

Hubspot

Keap/Infusionsoft

ActiveCampaign

Salesforce

None currently

Other

Is your business currently serving clients?(Required)

Yes, we're actively serving clients

Not yet, but we're preparing to launch

No, this is still in the planning/exploration stage

How many software platforms will this project need to work with or connect?(Required)

1 platform - The goal is for everything to happen within one system

2–3 platforms - A few systems need to work together

4–6 platforms - Several systems or integrations are involved

7+ platforms - A complex, multi-system environment

Not sure - We need help determining which systems are needed

Who will be involved in defining or approving this project?(Required)

Just me - I'm the primary decision-maker

2–3 people - A small team will be involved

4–6 people - Several stakeholders or departments are involved

7+ people / multiple departments - Coordination across a larger team

Not sure yet - We haven't identified everyone involved

How involved would you like to be during the project?(Required)

Mostly done-for-me - We provide the goals, requirements, and approvals while Automize handles most of the planning and implementation.

Collaborative - We'd like to participate in key decisions and reviews while Automize leads the build.

Highly involved - Our team wants to work closely with Automize throughout the planning and day-to-day implementation.

When are you hoping to begin?(Required)

As soon as possible - This is an active priority and we're ready to move forward.

Within 1–3 months - We're actively planning the project and expect to begin soon.

More than 3 months out - The project is planned, but implementation isn't an immediate priority.

Just exploring - We're researching options and aren't ready to begin a project yet.

What level of investment are you considering for the implementation of this project?(Required)

$5,000–$10,000 - Focused implementation or smaller custom automation project.

$10,000–$20,000 - More substantial CRM, automation, or integration project.

$20,000–$35,000 - Larger implementation involving multiple workflows, systems, or business processes.

$35,000+ - Complex or multi-phase implementation requiring significant architecture and development.

Not sure yet - We'd like Automize to help define the solution and determine the appropriate investment.

What is your primary goal for this project?(Required)

How did you hear about us?(Required)

Google Search

AI Assistant (ChatGPT, Claude, Gemini, etc.)

Referral

Social Media

Upwork

GoHighLevel Marketplace

Online Review

Previous Client

Other

Before we book, help us understand what you're working on.

Qualification Discovery Survey