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Free scoping · Tooele County · Salt Lake County

Free scoping

A short pre-training or pre-automation survey. You fill it out, I scope it.

About 3 minutes. Each engagement is priced after scoping. Response within one business day.

What do you need?

What would you like help with?

AI training for my teamAutomate a task or workflowBothNot sure yet

Business name

Industry

Home services or tradesRetail or e-commerceRestaurant or foodHealth, wellness or beautyProfessional services (legal, accounting, insurance)Real estateConstruction or manufacturingNonprofit, church or schoolGovernmentSomething else

Your business

How many people work there?

Just me2 to 56 to 2021 to 5051 to 200More than 200

Where are you?

Stansbury ParkTooeleGrantsvilleErdaLake PointSalt Lake CityElsewhere in UtahOutside Utah

What do you use today?

Pick all that apply.

Microsoft 365 / OutlookGoogle Workspace / GmailQuickBooks or other accountingSquare, Clover or ToastShopify, Etsy or WixA CRM (HubSpot, Salesforce...)Jobber, Housecall Pro or ServiceTitanFacebook / InstagramGoogle Business ProfileChatGPTMicrosoft CopilotGeminiClaudeNone of these

Anything else? (optional)

Are any AI tools approved at work?

Yes, some AI tools are approvedNo policy yetAI is not allowed right nowNot sure

Training

How many people would attend?

1 to 56 to 1516 to 2526 to 50More than 50

How comfortable is the team with AI today?

Most have never used itTried it a few timesUse it most weeksUse it daily

Who would attend? (optional)

Pick all that apply.

Owners or managersFront desk or customer serviceSales or marketingOperations or field staffAdmin, billing or HR

Format

In person (Tooele or Salt Lake)VirtualEither works

After training, what should people be able to do? (optional)

Automation

Which tasks eat your week?

Pick all that apply.

Missed calls and follow-upAnswering the same questionsScheduling and remindersQuotes, estimates or invoicesAsking for and replying to reviewsSocial postsCopying data between appsReports and spreadsheetsHiring and onboardingSomething else

Describe the one task you would fix first

How often does it happen?

DailyWeeklyMonthly

Hours per week it takes

Under 22 to 55 to 10More than 10

How many people touch it?

Just one person2 or 3 people4 or more

What kind of data is involved?

Nothing sensitiveCustomer names, phones or addressesHealth informationPayment or financial details

Which apps or files are involved? (optional)

Goals and timing

What would make this a win in 90 days? (optional)

When do you want to start?

As soon as possibleThis monthIn 1 to 3 monthsJust exploring

Who makes the final call?

MeMe and a partnerSomeone else

Budget range

Helps me scope the right size. Each engagement is priced after scoping.

Not sure yetUnder $250$250 to $1,000$1,000 to $3,000$3,000 to $10,000More than $10,000

How to reach you

Your nameEmailPhone (optional if you pick Email)

Best way to reach you

CallTextEmail

Anything else? (optional)

Website

Goes to me@drjonesy.com. Please don’t put confidential information in the survey.

Thanks. I read every reply.

Response within one business day. Want to talk sooner? Book a call: 20 to 30 minutes to see if there is a fit.

Book a call (optional)Call (385) 556-4203

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