Answer 12 questions about your business. We'll generate a personalized AI Opportunity Report showing exactly where you're losing time and money — and what to do about it.
5 minTo complete
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FreeAlways
Your report will be emailed to you. We don't sell your information.
Your Business
Question 1 of 12
What industry are you in?
This shapes every example and ROI estimate in your report.
Healthcare / Med Spa
Restaurant / Food Service
Retail
Professional Services
Real Estate
Construction / Trades
Other
Your Business
Question 2 of 12
Which best describes your business right now?
Helps us calibrate our recommendations to where you actually are.
Early stage — building toward profitability
Established — stable revenue, focused on growth
Growth stage — scaling fast, feeling the strain
Mature — optimizing and protecting margins
Where Time Goes
Question 3 of 12
What's the most time-consuming task your business does that feels like it shouldn't be?
Be specific — this will appear directly in your report.
Where Time Goes
Question 4 of 12
What's something you know you should be doing in your business but never have time for?
This is usually where the real growth opportunity is hiding.
Where Time Goes
Question 5 of 12
Think about just last week. How many hours did you or your team spend on tasks you wish someone — or something — else could handle?
Think concretely about last week, not a general estimate.
Less than 5 hours
5–15 hours
15–30 hours
30+ hours
Where Time Goes
Question 6 of 12
Which of these is your biggest operational bottleneck right now?
Pick the one that stings most.
Customer follow-up and communication
Scheduling and coordination
Tracking performance and reporting
Staff onboarding and training
Inventory or order management
Missed calls and lost leads
None — operations run smoothly
Data & Technology
Question 7 of 12
When you want to know how your business performed last month, what do you actually do?
Be honest — there's no wrong answer.
Pull a report from my software in minutes
Piece it together from a few different places
Rely on memory or gut feel
I honestly don't look at it that often
Data & Technology
Question 8 of 12
What's the one piece of software your business absolutely could not run without?
Just name the most critical one — the thing everything depends on.
Data & Technology
Question 9 of 12
Are you currently using any AI tools in your business?
No judgment either way — this helps us calibrate where to start.
No — not sure where to start
Tried a couple things but nothing stuck
Yes, informally (ChatGPT occasionally, etc.)
Yes — we have real AI workflows in place
Growth
Question 10 of 12
How do most new customers find you right now?
Pick the primary source — where most of your business actually comes from.
Word of mouth and referrals
Google search and online reviews
Social media
Paid advertising
Walk-in and foot traffic
It's inconsistent — I'm not sure
Vision
Question 11 of 12
What's your #1 business priority for the next 12 months?
This will open your personalized report.
Grow revenue and bring in more customers
Improve margins and reduce costs
Scale without hiring more people
Get my time back and stop being the bottleneck
Improve the customer experience
Just stabilize — it's been a rough stretch
Vision
Question 12 of 12
What would it honestly mean for your business if your team got 20% of their time back?
Your answer will appear in your report's closing section. Be specific.
Almost There
Your Report
Where should we send your AI Opportunity Report?
Your personalized report will be in your inbox within a couple of minutes. We don't sell your information.
Please fill in your name, business name, and a valid email address.
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Your report is being generated.
Check your inbox in the next couple of minutes. We've analyzed your answers and your personalized AI Opportunity Report is on its way.
What Happens Next
James Francis from Trailmark Ops will personally review your results and follow up within 24 hours with a specific recommendation based on what you shared today.