Drop in a Bucket

Technology Opportunity Review

Bring one thing that keeps going wrong.

Tell me where customers, information, or everyday work keeps getting stuck. This focused intake helps me prepare for a specific, useful conversation.

  • Plan for about 5 minutes
  • About a 20-minute conversation
  • No cost
  • No system access needed

Already talked with me? That’s fine — please still fill this out. It lets the conversation start with a real example instead of background.

Required fields

1. About you

A few details about you and your business help me prepare for the conversation and follow up.

Your role
2. Focus on one recurring problem

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

Optional. Two or three sentences are enough; a complete procedure is not needed.
One or two sentences are enough.
Application, spreadsheet, form, email, or paper-process names are sufficient. Do not provide credentials or records.
What kinds of problems occur? Select any that apply. Optional. Broad categories are enough; the conversation will test what is actually causing the problem.
3. 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.

Drop in a Bucket uses the information you provide to review and respond to your request. Please do not include credentials, confidential records, or sensitive personal information. See the Privacy Policy for details about use, providers, and retention.