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Before your call
Detailed
intake.
Help us make the most of your call. This takes about 5 minutes.
01
You
Full name
Email address
02
Your business
How many people are on your team?
Select a range
1–10
11–25
26–50
51–100
100+
What's your role?
Select one
Owner
CEO
COO or Ops
Other
About how many hours a week do you work?
Select a range
Under 40
40–50
50–60
60+
03
Where the time goes
What do you personally do every week that someone else, or something else, should be doing?
Which part of the business feels the most manual or messy?
Leads and sales
Quotes and proposals
Scheduling
Customer communication
Invoicing and payments
Reporting
Hiring and onboarding
Admin and data entry
Other
Where does your team get stuck waiting on you?
04
Leads and sales
About how many leads do you get per month?
Select a range
Under 25
25–100
100–500
500+
How many of those leads are a good fit?
Select one
Most
About half
Less than half
No idea
What happens when a new lead comes in? Walk us through it.
05
Your tools
What software do you use?
QuickBooks
HubSpot
Salesforce
GoHighLevel
ServiceTitan
Jobber
Housecall Pro
Google Workspace
Microsoft 365
Excel or Sheets
Other
Is anything being tracked on paper, whiteboards, or someone's memory?
06
The goal
If you got 10 hours a week back, what would you do with it?
Have you tried automation or AI before? What happened?
How soon do you want to fix this?
Select one
ASAP
Next 1–3 months
Just exploring
How did you hear about us?
Submit answers
Your answers go straight to the Lumen Growth team ahead of your call.