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Tell us about your firm
It takes about three minutes, and it means we arrive at our reply already knowing how you work.
Company website
About you
Full name
Email address
Firm or company name
Type of business
Select your firm type
CPA / Tax Firm
Law Firm
Financial Advisor
Bookkeeper
Real Estate
Insurance Agency
Other
How many people are in your firm?
Select team size
Just me (solo)
2-5 people
6-15 people
16+ people
Current tech setup
What computer do you primarily use?
Select one
Mac (MacBook or iMac)
Windows PC
Mix of both
Not sure
What tools do you currently use to run your business?
(e.g. QuickBooks, Clio, Gmail, Outlook, Slack…)
Do you use a CRM or client management system?
Select one
Yes, actively
Yes but barely use it
No, managing clients manually
Not sure what a CRM is
Have you tried any AI tools before?
(ChatGPT, Copilot, etc.)
Select one
Yes, use them regularly
Tried a few times, didn't stick
Tried once or twice
Never tried any
Pain points
What tasks eat the most time in your week?
(check all that apply)
Email management & follow-ups
Scheduling & calendar management
Client follow-ups falling through the cracks
Reporting & summaries
General admin & data entry
Research & document review
In your own words, what's the single biggest operational headache in your firm right now?
Goals and budget
What would a successful DeskIQ setup look like for you in 90 days?
What's your budget for the initial setup?
Select a range
Under $500
$500 to $999
$1,000 to $1,999
$2,000 to $3,999
$4,000+
Not sure yet. Depends on what I need
When are you looking to get started?
Select one
ASAP. Ready to move
Within the next month
Next 1-3 months
Just exploring for now
How comfortable are you with technology on a scale of 1-5?
Select one
1. I use email and that's about it
2. Comfortable with basic tools
3. I pick things up reasonably quickly
4. Pretty tech-savvy
5. I love tech and learn fast
Anything else
How did you hear about DeskIQ?
Select one
Google search
LinkedIn
Referral from someone I know
PixelCove / pixelcove.co
Social media
Other
Anything else you'd like us to know?
Send questionnaire