WhichTool Assessment Form

How would you like your assessment?

Choose the option that suits your business. The full questionnaire is the same.

00

On-site assessment — AUD 999
Recommended. Includes a representative visit and full report. Online-only report — AUD 699
Complete the questionnaire online. No visit required.

The questionnaire is free to complete. If you choose the online-only option, we will send you to secure payment after reviewing the completed submission once the live payment link is available.

About you & the business

Basics so recommendations fit your world.

01

Your name Email Business name Your role Website City / primary market

What does the business do? In plain English. Who do you serve?

Who are your main customers? For example: homeowners, builders, studios, schools, agencies, local businesses, or online buyers.

Approx. annual revenue

Under $250K $250K–$500K $500K–$1M $1M–$5M $5M+ Prefer not to say

Team size Employees + regular contractors Hours you work per week

Where time goes

This is the heart of the WhichTool assessment.

02

Biggest time drain right now One sentence is perfect. Walk us through a normal workday What do you actually spend time on? What do you dread doing? Where does work pile up? How many hours per week does that one process cost you? A rough guess is fine. Magic wand question If you could delete one process from the business forever, what would it be?

Friction map

Where things get messy across the business.

03

What questions do people ask you again and again? What only moves when you personally touch it? What have you tried to fix before that didn’t stick?

Current tools

So we don’t prescribe what you already have.

04

Email CRM Scheduling Project / tasks Accounting Team chat

Other important tools Where are your forms, documents, and files kept? Website, ecommerce, or booking system Paid tools or subscriptions you use

Current AI use

None really Occasional ChatGPT/Claude Use AI regularly Multiple AI tools

If you use AI, which tools?

Tech comfort

Outcomes & preferences

Helps us prioritise the right recommendations.

05

What matters most right now? (pick one primary)

Save time Make more money Improve quality Reduce stress

Rough value of one hour of your time

Monthly tool budget if ROI is clear

Under $50 $50–$150 $150–$500 $500+

How do you want help?

DIY plan Guided setup Done for me Not sure yet

Timeline

Painful now Next 30 days Next 60 days Just exploring

If this goes perfectly, what does success look like in 30 days? Anything else we should know? Are there any limits we should know about? Privacy concerns, staff resistance, budget limits, busy season, tools you do not want to use, or approval needed.

WhichTool tip: answer honestly, not ideally. The best recommendations come from how the business works on a normal Tuesday — not the polished version.

Customer journey quick map

Optional, but useful if your business has leads, jobs, orders, or client projects.

06

How do new leads or enquiries usually come in? What happens after someone enquires? How do you quote, sell, or book the work? What happens after the customer says yes? Where do delays, confusion, rework, or repeated questions usually happen? What happens after the job, order, or project is complete?

Final priority

Help us understand what should be addressed first.

07

If we could only fix one thing first, what should it be? Why is that the most important one? What would you do with the time, energy, or money you got back?

Booking details

Optional — useful if this form is sent before a call.

08

Preferred call date Preferred time window Who should attend the call? Phone / WhatsApp (optional) How did you hear about WhichTool?