01
Business Overview
Tell us about your business
This helps us understand your context before we map your customer journey and identify where AI can create the most value.
How this works
This questionnaire takes approximately 12–15 minutes. At the end, we generate a personalised Opportunity Map showing your top automation hotspots, a recommended programme, and expected outcomes. All your answers are saved locally in your browser.
Please enter your business name
Please select your industry
02
Current Call Situation
How does your phone actually work today?
Be honest — there are no wrong answers here. We're mapping the real process, not the ideal one. This is where we find the money.
Include calls you can't answer because you're on a job, driving, or outside business hours.
£
Include: answering calls, taking messages, booking jobs, chasing quotes, answering the same questions repeatedly.
03
Customer Journey Map
Map how a customer actually goes from stranger to booked job
We map the real process — including where things go wrong — not the ideal version. For each stage, describe what the customer does and where the pain concentrates. Leave blank if a stage doesn't apply.
Why this matters
The highest-value automation opportunity is rarely the most obvious one. Mapping the full journey reveals where revenue actually leaks — not just where you're busiest.
Discovery
Customer does
Where pain concentrates
First Contact
Customer does
Where pain concentrates
Qualification
Customer does
Where pain concentrates
Quoting
Customer does
Where pain concentrates
Booking
Customer does
Where pain concentrates
After the Job
Customer does
Where pain concentrates
Please select where you lose most customers
04
Hotspot Identification
Where do volume, pain, and automation fit converge?
For each potential automation area, score three signals: Volume (how often it happens), Pain (how much it costs you), and Fit (how structured and repeatable it is). Score 1–5 for each.
Scoring guide
Volume: 1 = rare · 3 = weekly · 5 = daily/multiple times daily
Pain: 1 = minor inconvenience · 3 = significant cost · 5 = critical revenue or time loss
Fit: 1 = highly variable, needs judgment · 3 = some structure · 5 = repeatable, predictable, scriptable
Pain: 1 = minor inconvenience · 3 = significant cost · 5 = critical revenue or time loss
Fit: 1 = highly variable, needs judgment · 3 = some structure · 5 = repeatable, predictable, scriptable
Situation
Volume
Pain
Fit
05
Goal & Primary Metric
What does success look like in 30 days?
This is the most important question in the entire process. Your primary goal governs the conversation design, persona, and metrics of every agent we build. One goal — not three.
Why you can only have one primary goal
An agent optimised for revenue conversion keeps callers on the line longer to book the job. An agent optimised for cost containment gets callers off the line efficiently. These are opposite design philosophies. Picking one means the other becomes secondary — and that is correct.
💰 Capture revenue I'm currently losing
My biggest pain is missed calls, leads that go cold, or quotes that never close. I want to measure success by jobs booked or revenue recovered.
⏱️ Reclaim time and reduce admin
My team spends too long on repetitive calls, answering the same questions, or handling admin that could be automated. I want to measure success by hours saved.
⭐ Improve customer experience
My customers can't reach me easily, wait too long, or have a frustrating experience. I want to measure success by customer satisfaction or response speed.
Please select your primary goal
For example: "We book about 8 jobs per week from calls" or "Our receptionist spends 3 hours/day on the phone" or "Customers wait an average of 2 hours for a callback."
Be specific. Not "better" — what number, what change?
06
Use Case Scoring
Which use case should we build first?
Rate each potential use case on four dimensions. This gives us the Feasibility and Impact scores to plot your Priority Matrix — so we start with the right agent, not the most obvious one.
Scoring each dimension (1–5)
API Readiness: Can we connect to the systems needed? 5 = existing stable systems, 1 = no integrations exist
Complexity: How predictable is the conversation flow? 5 = linear and scripted, 1 = highly variable, judgment required
ROI / Impact: How much value does this create if it works? 5 = transformative, 1 = minimal
Risk: What happens if the agent gets it wrong? 5 = low stakes, easily fixed, 1 = compliance risk or significant harm
Complexity: How predictable is the conversation flow? 5 = linear and scripted, 1 = highly variable, judgment required
ROI / Impact: How much value does this create if it works? 5 = transformative, 1 = minimal
Risk: What happens if the agent gets it wrong? 5 = low stakes, easily fixed, 1 = compliance risk or significant harm
07
Systems & Readiness
What systems and tools do you currently use?
This determines which integrations are needed and what we can connect immediately versus what needs to be built. Tick everything that applies.
08
Opportunity Map
Your personalised Opportunity Map
Based on your answers, here is where AI creates the most value for your business — in priority order.