Client Onboarding

Welcome to Automyz! To help us design the perfect automation solution tailored to your unique business needs, please take a few minutes to complete this questionnaire. Your detailed responses will allow us to hit the ground running.

⏱ Time to complete: ~8-12 minutes

Note: We ask some detailed questions to scope your project correctly and provide an accurate estimate. You can skip anything you're not comfortable sharing yet—we'll follow up during our discovery call.

Basic Information

Please provide your contact details so we can reach you.

Why this matters: We use this to send your discovery call booking link and project proposal.

Company Profile

Tell us about your business size and model.

Why this matters: Company size and revenue help us recommend the right service tier and estimate ROI. (Skip if not comfortable sharing yet.)

Current Tech Stack

List the tools you currently use. Leave blank if not applicable.

Why this matters: Knowing your existing tools helps us identify integration points and avoid redundant purchases.

Pain Points & Challenges

Help us understand where you are facing friction.

Why this matters: Your pain points determine what we tackle first and where you'll see the fastest ROI.

Desired Outcomes

What are your main goals for this project?

Why this matters: Clear goals help us define success metrics and show measurable ROI after 90 days.

Budget & Timeline

Estimate your investment and desired schedule.

Why this matters: Budget clarity helps us propose the right scope and avoid over-designing. (You can adjust this later—skip if unsure.)

AI Readiness

Rate your team's familiarity with automation technology.

Why this matters: Helps us gauge training needs and communication style—no wrong answers here.

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Communication

How should we stay in touch during the project?

Why this matters: Sets expectations for check-ins and progress updates so you're never left in the dark.

Additional Context

Any extra details that will help us serve you better.

What Happens Next?

Here's what you can expect after submitting this form.

  1. Confirmation email with a booking link for a 30-minute discovery call (usually within 24 hours)
  2. Discovery call where we dig deeper into your needs and show examples of similar projects
  3. Follow-up questions if we need any clarification or additional details
  4. Custom proposal with fixed pricing, timeline, and deliverables (within 3-5 business days)

Privacy Statement: We respect your privacy. Your information will only be used to assess your business needs and contact you regarding our services. We do not sell your data to third parties.

Automyz Assistant