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Tell us where you're at
First & Last Name
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Email
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Company Website
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What is your current annual revenue?
$0-$300K
$300K-$700K
$700K-$1M
$1M+
What is your current tool stack (tools you or your team utilize on a daily basis)? Please list as many as you can.
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Stripe
Airtable
Quickbooks
Excel, Word, Powerpoint, etc
Google Sheets, Docs, etc
Shopify
Other
What service are you most interested in?
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Identifying AI/Automation Opportunities
Pre-Built Financial Agents
Develop Custom AI Solutions
Not sure yet, I need guidance
If we're a good fit, how soon would you want to start?
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ASAP
1-2 Weeks
30 Days
Just Exploring
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