What's slowing you down*
If you're missing calls, drowning in confirmations, can't get Copilot to land, can't get auditors off your back — just say it.
Tag the shape (optional)
missed calls
manual data entry
Copilot deployment gap
onboarding scale
document extraction
agent security / audit
Entra / identity
Power Platform
customer support load
reporting automation
MCP / agent tooling
something else
Please describe what's slowing you down (at least a sentence).
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Tools you already pay for
Microsoft 365
Copilot Studio
Power Automate
SharePoint
Entra ID
Azure
Google Workspace
Zapier
Make
n8n
HubSpot
Salesforce
QuickBooks
Shopify
OpenAI / Anthropic API
Skip if none apply. Helps me see what we'd be building on.
Timeline
Prefer not to say
Urgent — there's a deadline
This quarter
This year
Exploring, no rush
Budget
Prefer not to say
Under $5,000
$5,000–$25,000
$25,000–$75,000
$75,000–$200,000
$200,000+
Not sure yet
No wrong answer. Helps shape the recommendation.
How hands-on do you want me
Prefer not to say
Senior-only — I want Samuel doing the work
Mixed — Samuel reviews everything, agents draft
Mostly agents — Samuel approves outcomes
Templated — Samuel spot-checks
Not sure — recommend based on the rest
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Submitting goes to Samuel directly. He reviews every intake personally and responds within one business day.
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