Audit intake — TaskForce

You and the business

Your name *

I need a name to reply to.

Email *

I need a working email to reply.

Business name Phone (only if you'd rather talk) What does the business do? *

One line is plenty.

How many people? How long has it been running?

Where the week goes

Check what eats time every week. Ballpark is fine.

Invoices, quotes, and estimates Scheduling, rescheduling, and reminders Chasing leads and quotes nobody answered Answering the same customer questions again and again Retyping the same info between tools Reports and bookkeeping cleanup Social media and content Paperwork: hiring, onboarding, compliance Rough hours per week on repeat work like that?

Your number, not an assumption. No idea is a fair answer too: leave it blank and the audit finds it.

The messiest part of the business, in your words *

This one matters most; a sentence or two is plenty.

Tools and information

What runs the business today?

Does the work involve any of this? Check what applies.

Client files and contracts Financials and banking Health or legal records Employee information Nothing especially sensitive Not sure (a fair answer) Anything that must never leave your hands? (optional)

What you're hoping for

What have you tried with AI so far? If this works, what changes for you? When do you want to move? Budget comfort (the audit is $2,500 and credits toward any build) How did you find me? Anything else I should know? (optional)

Goes straight to me. I read every one and reply within one business day. No pitch, no spam.

Got it. Here's the brief that just went to me.

You'll hear from me within one business day. The write-up came with your intake, so our first thirty minutes start at the real conversation.

See how the method works while you wait

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Something between your browser and my inbox didn't connect. Nothing was lost: the full write-up is right here. Try again, or copy it and email it to me yourself.

Email it instead: copy the brief above, then open a note to hello@taskforce.work and paste it in. Or go back to your answers.