Book a Free 1-Hour Business Sit-Down

About you

Your name

Your role

Email

Phone

Best way to reach you

Call Text Email

Who referred you? (optional)

How did you hear about us?

Your business

Business name

Website (if you have one)

Industry

City and state

Number of employees

Years in business

In a few sentences, what does your business do and who are your customers?

Walk us through a typical week. What happens from the moment a customer finds you to the moment you get paid?

What you use today

Other software you rely on, and anything you pay for but barely use

Where it hurts

This is the most important section. Specific beats polished.

What are the top 3 tasks that eat the most time each week?

What gets typed, copied or entered more than once?

What falls through the cracks or costs you money when it goes wrong?

Is there anything only one person knows how to do?

If you could wave a wand and fix one thing in your business tomorrow, what would it be?

What would make this worth it to you 90 days from now?

Your team

How many people would use the tools?

What devices do they work on most?

How comfortable is your team with new technology?

Very comfortable Mixed Needs a lot of hand-holding

Preferred training format

Live video Recorded walkthroughs No preference

Languages your team works in (if not only English)

Your data

This helps us build responsibly. Don't include any actual sensitive details here.

Any industry rules, contracts or policies about where your data can go?

Budget and timing

When would you like to get started?

As soon as possible Within a month 1 to 3 months Just exploring

Are you the one who makes this decision?

Yes With a partner or manager Someone else decides

Scheduling your sit-down

Sit-downs happen over video with screen sharing, so we can see the software and spreadsheets you use every day.

Preferred video platform

Zoom Google Meet Microsoft Teams No preference

Your time zone

Days and times that usually work

Anything else we should know?

I agree to be contacted by Bench Labs about my request. See our privacy policy.

We'll reach out within 1 business day to schedule.