States served

Lines of business (select all that apply)

Number of employees
Select…1–56–1516–3031–6061+

Will the decision-maker attend the first call?
Select…YesNoNot sure

Current time-to-first-response (best guess)
Select…< 5 minutes< 1 hourSame day24–48 hoursLonger

Biggest bottleneck today (choose up to 3)

No need to overthink it. Pick what’s leaking money right now.

Forms / intake (if any)

Automation tools in use

AI tools currently used

Any compliance/security requirements?
Select…NoYesNot sure

If yes, describe briefly

Open to using agency-owned Microsoft 365 / SharePoint for workflow?
Select…YesNoMaybe

Preferred timeline to start
Select…Now2–4 weeks1–2 monthsLater

Budget comfort range for a fixed-scope install
Select…Under $10k$10k–$25k$25k–$50k$50k+Prefer to discuss

Anything that would make this fail internally?

What would make this a win 30 days after go-live?