About the process
Which process hurts the most?
The more detail you give, the better we can prepare.
How many people run it? Choose One person 2 to 5 people 6 to 15 people More than 15 people
Which area is it in? Choose Sales and lead follow-up Marketing and content Customer service Delivery and onboarding Finance and admin Operations and logistics HR and hiring Other
Do you have documented procedures today?
Nothing written down Some, but outdated Yes, but nobody follows them Yes, and mostly followed
What do you expect from the redesign?
Tick all that apply.
Clear owners for each step Fewer hand-off errors Faster turnaround New people productive sooner Less dependence on one person A process ready to automate later
About the system
What would you like to automate?
The more detail you give, the better we can prepare.
Which area is it in? Choose Sales and lead follow-up Marketing and content Customer service Delivery and onboarding Finance and admin Operations and logistics HR and hiring Reporting and KPIs Other
How often does this happen? Choose Under 10 times a week 10 to 50 times a week 50 to 200 times a week More than 200 times a week
Who does it today?
One person A small team Everyone, a bit each An external provider Nobody, it falls through the cracks
What happens when it fails today?
We lose the sale or the customer Someone fixes it by hand, hours later Nobody notices until a customer complains It rarely fails, it is just slow
What should change once it runs?
Tick all that apply.
Save hours every week More leads worked Faster response to customers Fewer errors Less pressure to hire Better reporting
About the training
Format
Virtual Live sessions online, recorded for your team to rewatch. On site We come to you. Best for teams that learn together in one room. No preference You decide what works, we adapt.
On site works only when one of our consultants is nearby. Otherwise we run it virtually.
How many people will be trained? Choose 1 to 5 people 6 to 15 people 16 to 40 people More than 40 people
When do you want to run it? Choose Within the next month In 1 to 3 months Later this year Not decided yet
What does the team do?
Tick all that apply.
Sales Customer support Operations Admin and finance Marketing Management Technical
What does the team use AI for today?
Tick all that apply.
Writing emails and documents Research and summaries Meeting notes Customer replies Spreadsheets and data Small automations Nothing yet
What do you want to change in the team?
Tick all that apply.
Attitude towards AI Everyday usage Prompting skill Choosing the right tools Building their own automations Judgement about what not to automate
Language of the sessions
English Spanish Both
About the company
Annual revenue, last 12 months Choose Under $100,000 $100,000 to $250,000 $250,000 to $500,000 $500,000 to $1M $1M to $3M $3M to $10M More than $10M I would rather not say
Team size Choose 1 to 5 people 6 to 15 people 16 to 50 people 51 to 100 people More than 100 people
How we think about investment. This is not the price of one system. It is what you are ready to put in overall so the company leads its market. Payment plans exist, and every system is built to pay for itself as we go. Your answer only helps us propose options that are real for you.
What are you ready to invest to get there? Choose Under $2,500 $2,500 to $6,000 $6,000 to $15,000 $15,000 to $30,000 $30,000 to $60,000 More than $60,000 I need to see the plan first
When do you want to start?
Now In 1 to 3 months Later
A note on fit. Growth Partner starts at $2,500 a month. Under $100,000 a year, that line is heavy. We usually recommend one revenue system first, then the program once it pays for itself. Tell us what you would start with, and we will say straight which route makes sense.
Where do you want the company to be in 12 months?
The more detail you give, the better we can prepare.
Which areas should the program cover?
Tick all that apply. We start with the one that moves revenue.
Sales and lead follow-up Marketing and content Customer service Onboarding and delivery Finance and admin Reporting and KPIs Hiring and HR Internal knowledge and SOPs
Is there someone internal who will own this?
Yes Not yet
Who? Name or role
Do you already run any automations?
Yes No
Which ones?
About the systems
Which systems do you need looked after?
The more detail you give, the better we can prepare.
Who built them?
BraveAutomations We already know them. Coverage starts the month you sign. Someone else We review them first, then take them on. Same flat fee. A mix Some ours, some from another provider or in-house.
How many systems? Choose 1 or 2 3 to 5 6 to 10 More than 10
Do you want a monthly report?
Yes No
How critical are they?
If it breaks we lose money within hours Leads, bookings or payments stop. Within days Work piles up, customers start to notice. It is inconvenient Someone does it by hand until it is fixed.
Your stack
Which platforms do you use today?
Tick everything your team touches. We build inside your stack whenever we can.
Other platforms (optional)
AI and you
What worries you most about this?
Tick all that apply.
It breaks and nobody can fix it The team will not use it Data and privacy Cost with no return Losing the personal touch Depending on a provider Nothing worries me
