This helps me come to our first conversation already understanding your business. Take a rough guess at anything you're unsure about - we'll refine it together.
Four fields, about 30 seconds.
I'll want to speak to 2-3 of the people involved in running the business day to day - including at least one person doing the work, not just overseeing it.
List the people involved (name, what they do, roughly how much of their time per week goes to admin)
Exact product names, please - not “our booking system.” The real names matter because how much work is involved depends on whether a given tool can be connected to.
Three numbers, not prose. These feed the standard formulas so we can spend the call testing them rather than eliciting them.
A specific incident gives me far more to work with than a checklist of pain points.