Drop in a Bucket

Technology Opportunity Review

Bring one messy workflow.

Tell us where customers, information, or everyday work keeps getting stuck. This short intake helps us focus the conversation on something specific and useful.

  • 5–7 minute intake
  • 20–30 minute conversation
  • No cost
  • No system access needed

Required fields

1. About you

Basic business contact information helps us understand who owns the workflow and how to follow up.

2. Choose one workflow

Stay with one recurring task or handoff. Examples include responding to leads, creating estimates, scheduling work, processing orders, customer follow-up, producing reports, or managing documents.

Two or three sentences are enough. We do not need a complete procedure.
Use roles, such as owner, office manager, or technician—not confidential employee information.
Application, spreadsheet, form, email, or paper-process names are sufficient. Do not provide credentials or records.
3. Describe the friction and impact

Broad categories are enough. The live conversation will test what is actually causing the problem.

What kinds of problems occur? Select all that apply.
What is the practical consequence when this does not work well? Select all that apply.
4. Define a useful next step

Please do not submit sensitive information. Do not include passwords, access or recovery codes, banking or payment information, customer or employee records, medical, legal, student, or tax information, confidential documents, system exports, or detailed security information.