The application

Eleven questions, about two minutes. This is how we figure out — before anyone’s on a call — whether your business is one we can actually help.

Name, company, email, phone.

What does your business sell, and who buys it?

Which QuickBooks Desktop do you run, and how long have you been on it?

Roughly, annual revenue? Under $2M $2M–$10M $10M–$50M Over $50M

What’s the hardest customer or sales question you can’t answer today?

When you need a number like that now, what happens?

Who runs reporting today?

Besides QuickBooks, where else does your business keep data you wish you could get at more easily?

A CRM, a quoting tool, an e-commerce platform, a spreadsheet somebody guards. Anything that can produce a file.

We agree the cost of the first step on the call. If the call goes well, are you ready to start? Yes I’d want to hear more No

If this works, when would you want it running? As soon as possible This quarter This year Just curious

How did you hear about us?