1
Can you describe the problem in one sentence?
Vague / general
Specific + named
2
Is someone doing this task well when they have time?
Nobody can
Yes, just no time
3
Does the fix need to adapt or just repeat?
Just repeat
Needs to adapt
4
Can you put a dollar amount on the problem?
Not really
Yes, $X/month
▼
📋
You need better software
Your problem is organizational. Get the basics running first.
Jobber
QuickBooks
Housecall Pro
⚡
You need automation
Connect your tools so the repetitive stuff runs on its own.
Auto follow-ups
Review requests
Reminders
🧠
You need AI
High volume, variable data, and a specific dollar cost you can measure.
Smart lead routing
Adaptive follow-up
Revenue insights
Mostly "vague" answers?
Start with software
Clear problem, simple fix?
Automate what you have
Specific, expensive, variable?
AI is worth the investment