Quote sheet

Request your tailored quote

A few short questions about your business and the work that’s piling up. It takes about three minutes and there’s no obligation.

Business information

Business nameOwner / contact personEmail addressPhone numberIndustry / sectorLocation (town / county)

What would you like automated?

Tick all that apply

Customer enquiry automation (chatbot / booking bot)Lead follow-up automation (email / WhatsApp / CRM)Invoice processing & admin automationDocument summarisation / contract analysisMarketing automation (posts, emails, analytics)Inventory / demand forecastingHR onboarding automationFile organisation & digital dashboardsSomething else (describe below)

Describe your main goal in one sentence

Current systems you use

Tick all that apply

Communication

GmailOutlookWhatsApp BusinessFacebook / InstagramWebsite contact form

CRM / sales

HubSpotPipedriveZohoNo CRM yet

Accounting

XeroQuickBooksSageExcel / manualOther

Website platform

WordPressShopifyWixSquarespaceCustom site

Booking system

CalendlyFreshaSimplyBookManualOther

Access & permissions

How would you prefer us to set up your automation?

Temporary remote access (AnyDesk / TeamViewer)You provide login detailsWe create developer / API accessNot sure — please advise

Your current pain points

Tick all that apply

Too many customer messagesSlow lead follow-upToo much adminManual invoicingNo time for marketingStaff onboarding takes too longNo dashboard / no visibilityOther (describe below)

Desired outcome

What would success look like for you?

Timeline

ASAPWithin 1 weekWithin 2–3 weeksFlexible

Additional notes

Anything else we should know?

We’ll only use your details to prepare and discuss your quote.

Practical AI automation for ambitious Irish businesses. Less admin, clearer workflows, more time to grow.

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