Readiness checklist

Ten minutes of typing replaces a discovery call.

Answer what you can. You'll get a one-page scope — or an honest "not yet" — within two business days. Nothing here is shared or used for anything but your reply.

You

NameEmail

CompanyYour role

A. Your systems — this decides what's possible Project / work management Accounting / ERP Property management (if applicable)

AppFolioBuildiumYardiRent Manager

Other systems that matter Hosting

Who administers these systems? (name / title)

B. The task — pick one to start The recurring task you'd most like to never do by hand again The last time it happened — what actually occurred?

How often, and how many people touch it? What it costs you today (any number you already track)

C. Ownership

Who owns the outcome? (name / title) Who can approve a $3–8k fixed-scope engagement without a committee?

D. Boundaries Data that must not leave your systems Anything you already pay for that "has AI" and nobody uses

You'll get a written reply within two business days.