Client Intake — SmartWork

Step 1 of 6

Tell us about your business

A few quick questions to get started — takes about a minute.

What are you most interested in?

⚙️ Efficiency & Ops

Quotes, invoices, follow-ups — stop doing them manually every week

🌐 Online Presence

Website, SEO, AI search & social content — show up where jobs are won

🤖 Custom AI Tools

Something built specifically for your business — lead qualifier, review collector, quote calculator

💬 Not sure yet

I just know something's eating my time — help me figure out what to fix first

What type of business do you run?

How many people work in your business (including you)?

Just me 2–5 people 6–15 people More than 15

How long have you been running this business?

Under 1 year 1–3 years 3–10 years More than 10 years

Step 2 of 6

What does your admin week look like?

Tick everything that applies — even if it only takes a few minutes each time.

How many hours a week would you say admin takes up?

Less than 2 hours 2–5 hours 5–10 hours More than 10 hours — it's a real problem

Step 3 of 6

What's actually eating your time?

The more specific you are, the more useful our first conversation will be.

What's the one task you dread most — or that always takes longer than it should?

Is there anything that regularly falls through the cracks or gets forgotten? (optional)

If admin wasn't taking up your time, what would you do more of? (optional)

Step 4 of 6

What do you currently use to run the business?

We work with your existing tools — not against them. This helps us figure out what's already in place.

Accounting / invoicing

Job / scheduling management (tick all that apply)

Email

Gmail (Google) Outlook / Microsoft 365 Something else Mostly text and phone — barely use email

Tech comfort level

Not very comfortable — I keep it simple Average — I get by fine Comfortable — I pick things up quickly Very comfortable — I like new tools

Step 5 of 6

What does a win look like for you?

No right or wrong answers. This helps us focus on what actually matters to your business.

What's your main priority? (pick one)

Save time on admin so I can take on more work Finish earlier and actually have time outside the business Show up properly online — more leads coming in Look more professional to customers (quotes, comms, website) Stop things falling through the cracks Honestly, all of the above

What would a win look like 3 months from now? (optional)

If a system saved you 5+ hours a week, what monthly investment would feel fair? (optional)

Under $200/month $200–$500/month $500–$1,000/month $1,000+/month if the ROI is there Not sure yet — depends what's on offer

Step 6 of 6 — Almost done

Just your details and we're done

We'll review your answers and be in touch within 1 business day. No sales pitch — just a straight conversation about what we can actually fix.

Your name

Business name

Best phone number

Email address

Where are you based? (optional)

How did you hear about us? (optional)

Anything else you'd like us to know before we chat? (optional)

No lock-in. No jargon. No pressure. We'll be straight with you — if we're not the right fit, we'll tell you.

Thanks — we'll be in touch soon.