About 10–15 min · mostly clicking
Operating Discovery

Let's find where your systems are costing you.

A few quick questions about how the business actually runs. It's mostly clicking, takes about ten minutes, and there are no wrong answers — rough is fine.

What you give us here is exactly what we need to come back with a specific, priced proposal — scoped only to what's worth fixing.

1 of 4 · Where it hurts

Where does the most time or risk leak today?

Pick the few that sting most — and add anything we've missed.

Reconciling the same data across systems
Manual re-keying between systems
Rebuilding the same reports by hand
Catching & fixing errors after the fact
Chasing approvals & handoffs
Compliance / audit / cyber documentation
Onboarding clients or employees
Month-end / period close
No single number everyone trusts
2 of 4 · Your biggest time-sinks

Tell us about the two or three processes that eat the most time.

Just the worst offenders — the ones you'd hand off first. A rough estimate is exactly right.

Process 1
How often?
Daily
Weekly
Monthly
Quarterly
A few times a year
Each time, roughly how long?
Under an hour
A few hours
About half a day
1–3 days
3+ days
How many people are involved?
Just me
2–3
A team (4+)
How manual is it?
Mostly manual
Half & half
Mostly automated
How costly is a mistake here?
Low — easily caught
Medium
High — real consequences
Which systems does it touch?
Accounting / finance
CRM / sales
Payroll / HR
Spreadsheets
An external portal or website
Email / docs
3 of 4 · Your setup

A quick picture of your systems.

Which systems do you run on?
Tap all that apply — and add any we've missed.
Finance & accounting
QuickBooks
Xero
Sage
NetSuite
Microsoft Dynamics
Bill.com
Sales & CRM
HubSpot
Salesforce
Pipedrive
Zoho
Payroll, HR & benefits
iSolved
ADP
Paychex
Gusto
Rippling
BambooHR
Ops, projects & industry tools
monday.com
Asana
ServiceTitan
Procore
Yardi / AppFolio
Everyday
Microsoft 365
Google Workspace
Excel / Sheets
Slack / Teams
SharePoint / Dropbox
Do they talk to each other today?
Not really — lots of manual bridging
Some connections
Mostly connected
Optional — e.g. client PII, cybersecurity reviews, a system you're committed to.
4 of 4 · What good looks like

Last few — so we scope and price it right.

Optional, one line. e.g. "month-end takes two days, not two weeks."
When would you want this solved?
As soon as possible
This quarter
This year
Just exploring
Optional — helps us shape something you can take forward.
Rough budget in mind for solving this?
Ballpark only — it just helps us size the right first step. No wrong answer.
Under $10k
$10k–25k
$25k–50k
$50k+
Not sure yet
Prefer to discuss
Optional — the thing our questions didn't ask about. This is your open floor.

That's everything we need.

We'll turn this into a scoped, priced proposal — where we'd start, what it takes, and what it's worth to fix. You'll hear from us shortly.

Signal Layer · the operating layer your business runs on