Tell me about your business

Skip anything you're not sure about. Only four fields are actually required — everything else helps me quote accurately, but a half-finished form still tells me plenty. There are no wrong answers here; I'm trying to learn your business, not test you.

Who you are

So I can get back to you.

Business name *

Your name *

Phone *Text is fine — usually faster than email.

Email *

Town / area you serve

Years in business

How many people work there

Website, if you have one

Walk me through last Tuesday

Start to finish. Not a typical day — typical days are fiction.

What actually happened, in order * First customer to closing up. Every "and then I…" counts, even the boring ones. This one answer is worth more than everything else on this page.

What does your business actually do?In your words, not marketing words.

Where does it get written down?

The book, the board, the spreadsheet, the group text — whatever it really is.

Where does the schedule or the customer list live right now?

📸 Photos beat descriptions. Take a picture of the filled-in page — the book, the board, the spreadsheet — and text it to (832) 205-0750. Every column becomes a screen later, and one photo saves us both an hour of guessing. Don't clean it up first; the mess is the useful part.

What do you write down that nobody else ever sees? The star by a name, the crossed-out time, "call first" in pencil. That's your business logic and nobody ever writes it down.

The rules

This is the part software gets wrong when nobody asks.

What do you do when two people want the same time?

What would you never want changed? Be blunt here. It stops me building something you end up switching off.

Who does what

Roles and permissions, before I invent them.

What's the thing only you can do? Usually the bottleneck — and usually the actual product.

Who else touches this besides you?

When it went wrong

The honest answer here is what justifies spending anything at all.

Tell me about the last time it went wrong. Double-booked, missed a job, lost a customer, someone didn't get the message.

How often does that happen, roughly?

Money

I ask because assuming this wrong costs real time.

How do people pay you today? Cash, card reader, Square, Clover, invoice, Venmo, "they mail a check" — whatever it is.

Does an app or service take a cut right now? DoorDash, Booksy, a travel site, a franchise fee.

What's already there

Existing site, tools, logins.

Who set up your website or systems, and can you still reach them? Very common answer: "my nephew" and "no." That's fine — it just changes the plan.

Software you're paying for right now

What you want

Last part.

If I could fix exactly one thing, what would it be?

Then what?

And after that?

When would you want it live?

Budget you're comfortable with

Anything you're worried about? "I'm not techy." "What if it breaks and you're gone." Say it — I'd rather answer it now.

Anything else I should know?

Goes straight to my inbox. No mailing list, ever.
Questions? Call or text (832) 205-0750 · Built by N30 Web