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What kind of business do you run?
Tap one — no typing needed.
How big is your team?
What's your role?
Is there one person who "holds it all together"?
Which tools does your team use?
Select all that apply.
Do your systems talk to each other?
How many customer interactions per month?
Emails, calls, texts — your best guess is fine.
How much of that is follow-up on things that should have already happened?
Which of these happen in your business?
Select all that apply. Be honest — everyone checks a few.
You're not alone — and this is exactly what Peggy is built for.
What matters most?
Pick your top 3.
What documents flow through your business?
How do you track versions?
Here's what Peggy would tackle first.
Built from your answers — you keep this either way.