Your Name
First
Last
Company Name
Email
Phone
Which platforms are you interested in automating, streamlining, or connecting together within a workflow?
Select all that apply.
Adobe Creative Cloud
Airtable
Asana
AWS (Amazon Web Services)
BigCommerce
Bitbucket
Box
Canva Pro
ClickUp
Constant Contact
CrowdStrike Falcon
DocuSign
Dropbox Business
Evernote Teams
Figma
FreshBooks
GitHub
GitLab
Google Cloud Platform
Google Workspace (formerly G Suite)
HelloSign (Dropbox Sign)
HubSpot CRM
Jira Software
LastPass Business
Mailchimp
Make (formerly Integromat)
Microsoft Azure
Microsoft Office 365
Microsoft Teams
Miro
Monday.com
Notion
Norton Small Business
Pipedrive
QuickBooks Online
Salesforce
Shopify
Slack
Squarespace Business
Trello
Wave Accounting
Wix Business
WooCommerce
WordPress VIP
Xero
Zapier
Zoho CRM
Zoom
Is there any other software, app, or tool you use regularly that's not listed?
What do you primarily use the selected software for?
Team Communication
Project Management
File Sharing & Storage
CRM / Client Management
Marketing & Outreach
Accounting & Finance
E-commerce & Online Sales
Automation & Integrations
Other (please specify below)
Select All
Please explain any other uses or critical processes you handle with these tools.
Which of these best describes your biggest challenges?
Repetitive manual tasks
Managing client communications
Following up with leads
Handling data between apps
Getting reports or analytics
Keeping teams in sync
Workflow bottlenecks
Other (please explain below)
Please explain any other challenges, if any.
What tasks or processes do you wish you could automate?
On average, how much time do you spend on manual tasks each week?
Please enter a number from
1
to
40
.
What is most important? Rank these by priority from the most important at the top, to the least important at the bottom of the list.
Saving Time
Reducing Labor Costs
Increasing Lead Conversion
Growing Revenue
Scaling Operations
Reducing Human Error
In a perfect world, what would your ideal automated workflow look like?
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