Automate your business — Directory.com.au

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1Your business
2Where the time goes
3Your current tools
4Goals and budget
5Your details

Step 1 of 5

Your business

Business name *Industry *WebsiteOptional

Team size *

Just me2 to 56 to 2021 to 50More than 50

How long have you been trading?

Step 2 of 5

Where the time goes

What would you like automated? * Select all that apply

Enquiry and lead follow-upQuoting and estimatingInvoicing and payment chasingBookings and schedulingAnswering the phoneCustomer support and FAQsEmail inbox triageData entry between systemsReporting and dashboardsStock, ordering and suppliersStaff rostering and timesheetsOnboarding and paperworkSocial media and marketingDocuments and contracts

Hours a week your team spends on repetitive admin *

Under 5 hours5 to 15 hours15 to 30 hours30 to 60 hoursMore than 60 hours

Describe your biggest bottleneck *

Step 3 of 5

Your current tools

Software you use today Select all that apply

XeroMYOBQuickBooksGoogle WorkspaceMicrosoft 365ShopifyWooCommerce or WordPressHubSpotSalesforceServiceM8, Tradify or simPRODeputy or other rosteringSlack or TeamsSpreadsheetsPaper and whiteboards

Other software you rely on

How do customers reach you? Select all that apply

Website formsPhone callsEmailSocial media messagesWalk-insMarketplaces and directoriesReferrals

Do you use a CRM?

Yes, and we use it wellYes, but it is underusedNo CRM yet

Step 4 of 5

Goals and budget

Outcomes that matter most * Select all that apply

Save staff hoursRespond to leads fasterFewer errors and double handlingGet paid fasterBetter reporting and visibilityScale without hiringAnswer customers 24/7

What would success look like in six months?

Budget *

Under $2,000 setup$2,000 to $5,000$5,000 to $15,000$15,000 plusMonthly subscription preferredNot sure - advise me

Timing

As soon as possibleWithin 1 month1 to 3 monthsJust exploring

Step 5 of 5

Your details

Your name *Email *PhoneOptional

Best way to reach you

EmailPhone callEither

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