Step 1 of 2

First, a little about your business

This helps us tailor the questions and make sure recommendations suit a business of your size and type. Nothing here is shared, and financial questions are optional.

We use your answers to generate and personalise your business assessment, scores and recommendations. Progress may be saved on this device as you go. If you create or use an account, your assessment and results may be stored securely with your account. Please do not enter confidential client information or sensitive personal data. See our Privacy Notice and Cookie Information.

Business name

Used to personalise your report.

Industry or business type

So we compare like with like.

Location

Helpful for local marketing recommendations.

Number of employees

Team size changes what is worth automating.

Your role

So the plan is written for the right reader.

Approximate annual turnover (optional)

Only used to size recommendations. Leave as 'prefer not to say' if you'd rather not.