Thanks for booking your Diagnostic. This form gives us everything we need to run your
full assessment before our walkthrough.
Tip: Use plain language, don't overthink it.
Tell me what you do in the simplest way possible.
What’s slowing you down, frustrating you, or creating unnecessary work?
List the tools, platforms, or systems you’re using today.
Who’s on your team and what do they handle?
Share screenshots, documents, workflows, or anything else you want me to see.
