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01 · Desires

Which of these would you want to be true six months from now?

Eight specific things. This is interest, not a commitment; we work out what's realistic on the call. Add anything we missed at the bottom, in your own words.

02 · Where voice happens

Every place voice happens today.

Tap anything your team uses, even occasionally or by one person. Skip what you don't recognize.

Not the person who knows this?

Operator · what they'll need

Pieces the chosen outcomes depend on.

This list is built from what you picked above. Just tell us what's already in place.

03 · Your team

Roughly how many people, and who knows the tools best?

Rough numbers are fine; they size the plan and the seats. If an IT person, ops lead or office manager knows the tools better, tell us who. Before the call we'll send them the two-minute tools step, or you can send it yourself below.

Who else we should ask
04 · That's it

Your brief, so far.

Everything you answered, including what you said no to. Send it when you're done, or leave it; we pick up whatever is open on the call.