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Help Inform Us On Your Needs
Company
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Name
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First
Last
Email
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What inspired you to explore software integration for your estate services?
Are you looking to streamline operations, expand offerings, or elevate client experience?
What does success look like for you after integration?
How do you currently manage estate sales, cataloging, and client communication?
Are you using any digital tools or platforms now (e.g., spreadsheets, auction software, CRM)?
What parts of your workflow feel most manual or time-consuming?
Who is your primary audience
private estates
professional consignors
collectors
general buyers
What number of followers do you have at this time?
Below 100
100–1,000
1,000–2,500
2,500+
How many estate sales do you typically manage per year?
Do you anticipate scaling your business in the next 1–24 months?
Yes
No
Are you comfortable managing basic web tools (e.g., uploading images, editing text, reviewing reports)?
Yes
No
Will you have internal staff or external support to assist with setup and maintenance?
Yes
No
What features are most important to you (e.g., catalog creation, bidder engagement, invoicing, reporting)?
Are you seeking a platform that supports storytelling and branding, or one focused purely on transactions?
Storytelling and branding
Purely transactional
Do you need integrations with payment processors (e.g., PayPal, Square)?
When would you ideally like to launch or transition to an integrated platform?
1 month
6 months
12 months
Do you have a budget range allocated for setup and monthly service?
Yes
No
Are you open to phased implementation or pilot testing?
Yes
No
How involved would you like to be in customizing the platform’s look and feel?
What kind of onboarding or training would be most helpful for your team?
Are you looking for ongoing support, or a self-managed system?
Ongoing support
Self-managed
What is the best day of the week and time(s) to contact you?
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