Takes about 5-7 minutes. We'll analyze your workflows and send you a custom AI strategy document showing exactly how AI can save your business time and money — completely free.
No sales pitch. No strings attached.
The basics — who you are and what you do.
Describe it like you'd explain to a friend at a bar.
Totally optional — helps us understand scale.
What you're already using day to day.
Check all that apply
This is the good stuff — what's eating your time and driving you crazy.
Be specific. "Admin stuff" is less helpful than "sending follow-up emails after every job."
Think: anything you do the same way every time — scheduling, data entry, sending the same emails, etc.
Missed follow-ups, forgotten invoices, leads going cold, etc.
How you find work and keep customers coming back.
Details about your lending practice so we can tailor recommendations.
Your realtor and partner relationships are a huge lever — let's understand them.
Where your pipeline comes from and where it gets stuck.
Mortgage marketing has rules — we need to know your guardrails.
How you talk about rates and what kind of content you're comfortable with.
Quick snapshot of your digital footprint.
Tell us about your social media presence and content goals. Skip this section if social media isn't relevant to your business.
How you handle inquiries, bookings, and client communication.
What you actually want to accomplish.
No wrong answer — helps us recommend the right tier of solutions.
We review your responses and research your business
We build a personalized AI strategy document tailored to your specific workflows
You receive your strategy within 48 hours — with specific recommendations, time savings estimates, and next steps
If you want to move forward, we'll hop on a quick call to discuss implementation
No sales pitch. No pressure. Just clarity on how AI fits your business.
Your information is secure and confidential.