Business Discovery Questionnaire

About YouStep 1 of 6

Section 01

About Your Business

The basics — so we understand who you are and where you operate.

1.1 What's the name of your business?

1.2 Website (if you have one)

1.3 Your full name

1.4 Your role / title

1.5 Which industry best describes your business?

1.6 Team size (including you)

Just me2–10 people11–50 people50+ people

1.7 How many years has your business been running?

1.8 Annual revenue band (optional)

Under $250k$250k – $1M$1M – $5M$5M – $10M$10M+Prefer not to say

Section 02

Your Biggest Pain Points

Tell us what's eating your time. The more honest, the better we can help.

2.1 Which tasks drain the most time each week?(Pick up to 3)

Invoice processingChasing paymentsData entryCustomer queries / supportScheduling / calendar managementReporting & analyticsDocument handlingEmail triageOrder managementOther

2.2 Roughly how many hours per week are lost to manual admin?

2.3 What part of your workflow breaks most often?

2.4 What have you tried to solve this?(Select all that apply)

Hired additional staffOutsourced to freelancer / agencyBought software / toolsTried automation (Zapier, Make, etc.)Nothing yet — just grinding through it

2.5 If one bottleneck slows down your whole business, what is it?

2.6 What's the cost of this problem?Lost revenue, can't take on clients, burnout, etc.

2.7 How open are you to changing the way you work?

Very open — I'll try almost anythingOpen — if it solves the problemCautious — needs to fit our existing setupWe're pretty set in our ways

Section 03

Your Current Tech Stack

What's already running in your business. We build around what you have — no forced migrations.

3.1 Accounting software(Select all that apply)

QuickBooksXeroMYOBSAPAutoCountSQL AccountOtherNone / we use spreadsheets

3.2 Communication tools with customers & team(Select all that apply)

EmailWhatsApp BusinessTelegramSMSSlackMicrosoft TeamsOther

3.3 Do you use a CRM? If yes, which one?

3.4 Project / task management tools

AsanaMonday.comTrelloClickUpJiraGoogle Sheets / spreadsheetsNone — we manage informally

3.5 Where are business documents stored?

Google DriveDropboxOneDriveLocal server / computerPaper / physical files

3.6 Are you already using automation tools?

Yes — Zapier / Make / similarYes — custom automationNo — not using automation yet

3.7 Cloud or on-premise preference?

Cloud-basedOn-premise (our own servers)No preferenceUnsure

Section 04

Workflow Deep Dive

The nuts and bolts. Skip anything that isn't relevant to you.

📄 Invoices & Accounts Payable

4.1 Approximate invoices per month (sent or received)

4.2 How do invoices typically arrive?

EmailWhatsAppPaper / physicalCustomer portalSMS

4.3 Who handles invoices most of the time?

4.4 How long does one invoice take (receipt to entry)?

📦 Sales & Orders

4.5 How do customer orders come in?

EmailPhoneWhatsApp / messagingWebsite / online storeIn personSocial media

4.6 Walk us through how an order gets entered into your system

4.7 What kinds of errors happen most often with orders?

💬 Customer Communication

4.8 Inquiries per day (average)

4.9 Most common questions you get (list 2–3)

4.10 What response time do customers expect?

Immediate (within minutes)Within a few hoursWithin 24 hoursWithin 2–3 business days

📊 Reporting

4.11 What reports do you run regularly and how often?

4.12 Who creates them and how long does it take?

Section 05

Industry-Specific Questions

Tailored questions for your sector. Go back to Step 1 to select your industry if you haven't already.

👆 Industry not selected

Go back to Step 1 and pick your industry — your specific deep-dive questions will then appear here.

Section 06

Your Goals & Vision

Where you want to go — so we know what success looks like.

6.1 If you could wave a magic wand and automate ONE thing tomorrow, what would it be?

6.2 What would saving 10 hours a week actually mean for your business?

6.3 Which outcome matters MOST?

Save time / reduce manual workReduce errors and mistakesGrow revenue / take on more clientsScale team without hiring moreImprove customer experienceReduce operational costs

6.4 Monthly budget comfort for a solution

Under $500/month$500 – $2,000/month$2,000 – $5,000/month$5,000+/monthNot sure yet — depends on ROI

6.5 Timeline urgency

ASAP — we need this now1–3 months3–6 monthsJust exploring

6.6 How will you know this was successful?

Section 07

One Last Thing

7.1 Anything else we should know? Concerns, hesitations, context?

7.2 How did you hear about Magic Platforms?

Google searchReferral from another businessSocial mediaLinkedInEvent / networkingOther

7.3 Preferred call day & time

7.4 Preferred call format

ZoomGoogle MeetWhatsApp videoPhone call

Your email — so we can follow up before the call