YP QUANTA

Discovery

A few quick questions so we walk into call one with a plan.

Step 1 of 7 · Your business

On your phone? Tap the mic on your keyboard to dictate longer answers.

The basics, so we know who we're working with.

Company name *

Website *

Industry *

Headcount *

Annual revenue *

Who you are and where your time goes.

Your full name *

Your role *

In one sentence, what does your business actually do? *

Hours/week IN the business *

Hours/week ON the business *

IN = doing the work · ON = growing the business

The most important part. Be specific here.

The three tasks that eat the most of your time each week *

Of those, which one would you pay the most to make disappear? *

Where do you currently feel the bottleneck is? *

What gets dropped or delayed when you're swamped? *

Name one to two repeatable weekly/monthly processes per area. Leave blank if not applicable.

Sales

Operations

Finance

Intelligence

What you run on, and who's involved.

Top 10 software tools *

AI tools you already pay for, and how you use them *

List your team *

Anyone on your team using AI today? Who and how? *

What this is actually for.

If you reclaimed 10 hours per week, what would you do with that time? *

What does winning look like 90 days from now? *

Last step. How we reach you and run the engagement.

Best email for call recordings & recap links *

Have you installed Voxer? *

Yes No Will install

Internal acronyms, code names, or named processes we should know *

Anything else we should know before our first call? *

You're all set