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Tell us how your business runs.

We want to hear about your routine, your tools and the problems that deserve a better solution.

7 steps, about 10 minutes
You can go back to earlier steps
Name and email are optional

Your answers are used by the Initium team to plan the product and are analyzed together. Name and email are optional and only used to reply if you ask to be contacted. Please don’t include passwords or your customers' data.

Step 1 of 7

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Website

First, your business.

We want to understand the reality of the people who make the work happen.

What is your company’s main service?

Which service? (optional)

How many people work at the company, including you?

Just me2 to 56 to 1011 to 2021 to 5051 or more

About how many jobs do you do per month? (optional)

Which state and country do you operate in? (optional)

How do you work today?

Even if you don’t use a CRM, your experience matters.

What is the main CRM or business software you use?

Which software? (optional)

How long have you used it? (optional)

Less than 6 months6 to 12 months1 to 2 yearsMore than 2 yearsDoesn’t apply

From 0 to 10, how likely are you to recommend it? (optional)

012345678910Doesn’t apply

What works well today that you would like to keep? (optional)

It can be a software feature or a way of working.

What gets in the way most?

Think about what happened recently, not only what you would like to have.

Which areas have been causing trouble? (optional)

Organizing the scheduleReschedules and cancellationsRecurring servicesManaging the crewPaying the crewFollowing up on leadsQuotesCollecting paymentsCustomer communicationMarketingCustomer reviewsReports and profitabilityIntegrationsOther

Which one hurts the business most?

Describe a recent time this problem happened. (optional)

What happened, how did you handle it and what was the result?

How often does this problem happen?

Every dayA few times a weekOnce a weekOnce a monthRarelyNot sure

How much time per week goes into dealing with it?

Less than 1 hour1 to 3 hours4 to 8 hours9 to 15 hoursMore than 15 hoursNot sure

Where does work repeat?

We want to find what takes extra effort and extra tools.

Which tasks still take repetitive manual work? (optional)

SchedulingCrew payLead follow-upQuotes and invoicesCollecting paymentsMarketingReview requestsCustomer communicationReportsManaging the crewOther

Which tools do you use alongside your main system? (optional)

Excel or Google SheetsWhatsAppGoogle CalendarQuickBooksStripeAnother CRMZapier or MakePaperOther

What do you need these extra tools for? (optional)

Which tasks would you automate first? (optional)

Choose up to 3.

Lead follow-upOnline bookingOrganizing the scheduleCustomer remindersCollecting paymentsCrew payReview requestsMarketingWinning back customersCrew communication

What would you trust AI with?

For each activity, choose the level of autonomy you would be comfortable with.

Answer questions and qualify new customers (optional)

It can do it aloneOnly with my approvalI wouldn’t allow itNot sure yet

Book or reschedule jobs (optional)

It can do it aloneOnly with my approvalI wouldn’t allow itNot sure yet

Prepare and send quotes (optional)

It can do it aloneOnly with my approvalI wouldn’t allow itNot sure yet

Send payment reminders (optional)

It can do it aloneOnly with my approvalI wouldn’t allow itNot sure yet

Is there anything you would never trust AI to do? (optional)

Build your ideal system.

If you had to start with a few features, which would make the biggest difference?

Which features are a priority for you? (optional)

Choose up to 5.

CRM and sales pipelineOnline bookingSmart schedulingRecurring servicesCrew appGPS and time trackingCrew payQuotesInvoices and paymentsAll conversations in one placeAutomationsMarketingCustomer reviewsCustomer portalAI receptionistAI job assignmentReportsQuickBooks integrationMultiple locations

What would make you switch systems, or start using one? (optional)

What would make that change hard? (optional)

Moving the dataTraining the crewPriceFear of losing informationIntegrations I needCurrent contractTime to set upNothing right nowOther

One last question.

Your experience helps set Initium’s priorities.

If we could solve only one problem for your business, what should it be?

Would you like us to contact you about Initium interviews or tests?

Yes, about interviewsYes, about testsYes, about bothNot right now

Your name (optional)

Your email (optional)

Thank you. We received your answers.

They will help decide what Initium builds first. If you asked to be contacted, we will write to the email you gave.

Software for service businesses, built with the people who do the work.

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