MAINE
Systems
Business discovery

Tell us how your business works.

This worksheet helps identify pain points, priorities, and where better systems or AI may help most. It submits through Netlify Forms, so it can notify you directly without opening the visitor’s mail app.

What this covers

  • Customer and sales workflow
  • Scheduling, dispatch, and resources
  • Billing, payments, and accounting
  • Operations and service delivery
  • Reporting, communication, and growth

How to use it

Fill out what you can, skip what you cannot, and add notes where needed. This is meant to start a good conversation, not force a perfect technical spec on day one.

Company snapshot

A quick overview of the business, team, and current systems.

1. Customer and sales

How leads, customers, estimates, and follow-up are handled today.

What do you track?
How do new opportunities come in?
LowHigh
2. Scheduling and resources

How people, crews, time, locations, equipment, and routes are managed.

What is being scheduled?
Where is the work done?
LowHigh
3. Billing and accounting

How estimates, invoices, payments, and accounting flow through the business.

How are payments taken?
LowHigh
4. Operations and workflow

How work is carried out, tracked, updated, and handed off.

What type of work is managed?
Who touches the workflow?
LowHigh
5. Reporting, communication, and growth

What leadership needs to see, and how the business communicates internally and externally.

What visibility matters most?
How does the business communicate?
LowHigh
Overall priorities

A final snapshot of what matters most right now.

After deploy, Netlify can store submissions and email you when a verified form submission comes in.