Web domain management services, all online business services

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Section 1 — Identity & Authority

Full Name:

Role / Title:

Company Name:

Company Website:

Company Phone:

Company Email:

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Section 2 — Business Surface Area

Company Size:

Are you the decision-maker?

Yes

Shared

No

Primary Industry:

Primary Revenue Model:

Monthly Lead Volume (approx.)

Number of inbound channels:

Current Tools in Use:

Email provider

CRM (if any)

Booking system

Support system

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Section 3 — Operational Friction

What's the issue you're experiencing?

Missed or slow lead follow-ups

Inbox overload

Manual data entry

Poor lead quality

No visibility into pipeline

Inconsistent responses

Scheduling chaos

Team bottlenecks

No automation in place

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Section 4 — Desired Outcomes

Select up to 3:

Increase close rate

Faster response times

Reduce manual work

Replace virtual assistants

Centralize communications

Recover lost leads

Scale without hiring

Gain operational visibility

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Section 5 — Automation & AI Readiness

Current automation level:

None

Basic

Moderate

Advanced

Have you used AI agents or automation before?

No

Yes (basic)

Yes (advanced)

What are you trying to automate first?

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Section 6 — Scope & Budget Alignment

Engagement Type:

Audit & Strategy

Partial OpsCore Deployment

Full OpsCore System

Estimated Monthly Budget Range

Less than $500

$1-3k

$3-7k

$7+

Desired Start Timeline:

Immediately

Around 30 Days

60+ Days

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Section 7 — Contact & Follow-Up Control

Preferred Contact Method:

Email

Phone

Virtual Meeting

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Please provide what days and time frames work best for you:

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P1 Suites Survey