Step 1 of 5 · Company Profile
Tell us about your business.
This helps us understand where you are and what kind of engagement makes the most sense for you.
How many people are in your company?
Solo / Freelancer
Just you, maybe a contractor or VA
2–10 people
Small team, wearing multiple hats
11–50 people
Growing team with defined roles
How long have you been in business?
Under 1 year
Just getting started
1–3 years
Finding our footing
3+ years
Established, ready to scale
1 / 5
Step 2 of 5 · Tech Stack
What tools are you using today?
Select everything that applies. This helps us understand what we're integrating with — or replacing.
CRM / Contact Management
No CRM — using spreadsheets or nothing
HubSpot
Salesforce
Other CRM
Monday, Pipedrive, Zoho, etc.
Communication / Follow-up
Manual email follow-ups
WhatsApp (personal or Business)
Email automation (Mailchimp, ActiveCampaign, etc.)
No structured follow-up system
Booking / Scheduling
Calendly or similar tool
Manual back-and-forth scheduling
No online booking — phone/email only
2 / 5
Step 3 of 5 · Pain Points
Where are things breaking down?
Select every area where you're losing time, money, or leads. The more detail you provide, the better prepared Edgar will be for your call.
Leads falling through the cracks
People reach out but never get followed up with
Too much manual, repetitive work
Copy-paste, data entry, sending the same emails
No visibility into the pipeline
Don't know where leads are or what's closing
Website not converting
Visitors come but don't book or contact
Slow response time to new leads
Taking hours or days to respond to inquiries
No business reporting
Flying blind on revenue, traffic, and conversion
Tools not talking to each other
CRM, email, calendar, website all siloed
Can't scale without hiring more people
Growth requires headcount instead of systems
3 / 5
Step 4 of 5 · Goals & Budget
What does success look like?
Help us understand your timeline, priorities, and budget so Edgar can prepare the right proposal for your call.
What's your #1 priority right now?
Get more qualified leads
Attract and convert more of the right clients
Close more of what I have
Better follow-up, faster response, stronger pipeline
Save time on operations
Automate repetitive tasks, free up my bandwidth
Get visibility into my business
Dashboards, reporting, know my numbers
When do you need this live?
ASAP — now
We needed this yesterday
Within 30 days
Ready to move fast
Next quarter
Planning ahead, not urgent
Investment comfort zone
4 / 5
Step 5 of 5 · Contact Information
Almost there. Who are we talking to?
Your information stays confidential. Edgar will review it before your discovery call.
5 / 5
Thank You · Purven Digital
We've received your project details.
Edgar will review your business requirements before your discovery call. During the call, we'll define the best solution and prepare a fixed-price proposal tailored to your business.
✓
Details Received
Edgar will review your business requirements before your discovery call. During the call, we'll define the best solution together and prepare a fixed-price proposal tailored to your business.
Next step: book your discovery call
We'll review your profile before the call and come prepared with a fixed-price proposal. 30 minutes — no commitment required.
Book free discovery call →
Can't find a time? Email us directly →