                    Pre-meeting form
                

Discovery Questionnaire

Fill this out before our meeting so I can make the most of our time together. Takes about 5 minutes. Be as honest as you like — there are no wrong answers.

About You & Your Business

Your name

Business name

Website URL

How many people work in the business (including you)?

Rough annual revenue range

Walk me through a typical week — where do you spend most of your time?

Current Tools & Tech

What platform is your store on?

What other tools do you use day-to-day? (e.g. Xero, Klaviyo, Mailchimp, Canva, spreadsheets...)

Are you using any AI tools? (even just ChatGPT for writing)

If you are using AI, what do you use it for?

Operations & Pain Points

What's the ONE thing that eats the most time in your business?

If you could clone yourself to handle one part of the business, what would it be?

How do you handle customer enquiries? (email, chat, phone, social DMs?)

How do you handle marketing? (social, email, paid ads — who manages it?)

What does your returns/refunds process look like?

Growth & Vision

Where do you want the business to be in 12 months?

What's stopping you from getting there faster?

Have you looked at automation or AI solutions before? What put you off? (optional)

Anything else you'd like me to know before our meeting?

Your responses are confidential and only shared with Rodney Gulliver at Rocket Automation.

Discovery Questionnaire

About You & Your Business

Current Tools & Tech

Operations & Pain Points

Growth & Vision

You're all set!