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First & Last Name
*
Email
*
Website
*
What is your current annual revenue?
$0-$300K
$300K-$700K
$700K-$1M
$1M+
What tools are you currently using to manage your finances? Please list as many as you can.
*
Stripe
Airtable
Quickbooks
Excel, Word, Powerpoint, etc
Google Sheets, Docs, etc
Shopify
Other
Do your books get reconciled monthly?
Yes
No
Unsure
What currently is your biggest financial or systems challenge?
*
What are your top financial priorities right now? (Choose all that apply)
*
Automate the financial tasks I'm doing manually
Set up systems that scale
Get better visibility into cash flow and finances
Make faster financial decisions with accurate data
I'm not sure — I just know what I'm doing now isn't working
Which offer are you most interested in?
*
1 : 1 Automation Review
Starter Toolkit
Pre-Built Agents
Financial Agent Bundles
Not sure yet, I need guidance
If we're a good fit, how soon would you want to start?
*
ASAP
1-2 Weeks
30 Days
Just Exploring
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