Paperform — Systems Diagnostic Application
Platform: Paperform.co Purpose: Qualify leads for free 60-minute Systems Diagnostic Modeled on: Daniel Bustamante's Tally.so application (10 questions) — simplified to 5 based on Kathryn's preference for shorter forms Placement: Embedded or linked from Tool Stack Audit delivery page and nurture Email 4
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Get a Free 60-Minute Systems Diagnostic
This is a working session, not a sales call. I'll map how work actually moves through your practice — where it stalls, where it depends on you, where you're losing margin you don't need to lose.
I take a limited number of these each month so I can prep properly. Five quick questions so I know we're a good fit.
Questions
Question 1: What kind of practice do you run?
- Consulting
- Wealth Management / RIA
- CPA / Tax Advisory
- Financial Planning
- Other (please specify)
Question 2: How many people are on your team?
- Just me
- 2-5
- 6-15
- 15+
Question 3: Do you currently use AI in your practice?
- Yes, actively
- I've tried it
- Haven't started
Question 4: What do you do, and who do you do it for? (Short text)
Question 5: If we could fix one operational problem in the next 90 days, what would it be? (Long text)
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Qualification Notes
Ideal respondent (route to diagnostic call):
- Practice type: Consulting, Wealth Management, CPA, Financial Planning
- Team size: 2-5 or 6-15
- Question 5 describes a real operational constraint, not a vague "grow my business"
Secondary (route to Practice Builders):
- Just me / early stage
- Question 5 is more about "getting started with AI" than fixing operations
Not a fit:
- Team 15+ (likely needs a different engagement model)
- Question 4 describes a business outside professional services