contextpods

Let's learn your operation.

Takes about 15 minutes. The more detail you give here, the more prepared we are when we meet.

01 / 05

You & your business

What's your name?

What's your business called? (if applicable)

What do you do? Describe your business or role in a few sentences.

How many people work in your operation?

Just me 2–5 6–15 15+

What industry or space are you in?

02 / 05

How you currently work

What tools do you use day to day? (check all that apply)

Gmail Outlook Google Calendar Notion Slack Teams Trello Asana Monday Google Sheets Excel HubSpot Xero Canva Figma Google Drive Dropbox

Where do your contacts live right now?

Email inbox Spreadsheet CRM Phone contacts LinkedIn Everywhere / no system

How do you currently store and organise your files?

Walk us through a typical work week. What takes up most of your time?

03 / 05

What's not working

Be brutally honest. The more specific you are, the better we can help.

What's the single biggest operational headache in your business right now?

Where do things fall through the cracks? What gets missed or forgotten?

What tasks do you wish you could hand off but can't?

Have you tried any AI tools, automations, or systems before? What happened?

04 / 05

What good looks like

If your data and operations were perfectly structured, what would change? What would your day look like?

What's the one thing that would save you the most time?

What's the one thing that would make you the most money?

05 / 05

A few practical things

How comfortable are you with technical tools?

I live in the terminal Comfortable with files and folders I need a simple interface Not sure

Which best describes what you're looking for?

Context Audit
Assess what I have, tell me what to fix Full Context Build
Structure everything and hand me a complete system Not sure yet
Help me figure it out

Anything else we should know before we meet?

How did you find Context Pods?

We're on it.

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