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Quick check-in about your data setup

I’ll ask a few quick questions (one at a time) to understand your business, how you manage your data today, and what you’d like to improve.

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What best describes your business? ^*

Pick the closest match.

Solo / Freelancer

Startup

Small business

Mid-size company

Agency / Consultancy

Nonprofit

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About how big is your team? ^*

Just me

2–5 people

6–15 people

16–50 people

51+ people

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Where do you currently keep your important business data? ^*

Select all that apply.

Spreadsheets (Google Sheets / Excel)

Docs / files in cloud storage (Google Drive, Dropbox, etc.)

A shared folder on a computer/server

A CRM (like HubSpot, Salesforce, etc.)

A project tool (like Notion, Airtable, Asana, etc.)

A custom app or database

We’re not sure / it’s scattered

Other

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How do you usually update or manage that data day to day? ^*

Mostly manually

A mix of manual and automated

Mostly automated

Not sure

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How confident are you that your data is backed up? ^*

In case something breaks or gets deleted.

Very confident

Somewhat confident

Not very confident

Not sure

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Which of these problems have you run into? ^*

Select all that apply (or choose “None”).

Things go down or stop working

Data gets lost or overwritten

Too many versions / can’t tell what’s current

Access is messy (too many people have access, or not enough)

Hard to find what we need

Reports take too long

We can’t trust the numbers

None of these

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Can you share a quick example of what’s been most frustrating lately?

One or two sentences is perfect.

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What would you like to improve? ^*

Select all that apply.

Make data easier to find and use

Reduce mistakes and duplicate entries

Get clearer reporting / dashboards

Set up reliable backups and recovery

Control who can see or edit what

Automate repetitive updates

Bring scattered tools into one system

Other

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How soon are you hoping to make changes? ^*

ASAP (this month)

In 1–2 months

In 3–6 months

Just exploring / no timeline yet

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What kind of help are you looking for? ^*

Advice / a quick audit of our setup

Help setting up a better system

Ongoing support

Not sure yet

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Please fill the following ^*

First Name ^*

Last Name

Email ^*

Phone Number ^*

Company/Business Name ^*

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Company website (optional)

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Anything else you want us to know before we talk?

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Welcome back! Loading your previous answers...

Quick check-in about your data setup

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