What are you building or running?

This helps us understand the kinds of customers, workflows, and tools you are likely to need.

✓Creator or solo businessContent, consulting, freelancing, or an audience-led business. ✓Ecommerce businessProducts, orders, customer lifecycle, and online selling. ✓Agency or professional servicesClient work, projects, proposals, and repeatable delivery. ✓Startup or SaaS companyA growing digital product or technology business. ✓Local or service businessAppointments, leads, payments, and day-to-day operations. ✓Something elseWe will use your goals and work style to narrow the field.

Team size

How many people need to use the tools?

A great solo tool can become a coordination problem at 20 people. Team size changes the tradeoffs.

✓Just meKeep setup and administration as light as possible. ✓2-10 peopleEasy adoption and shared visibility matter most. ✓11-50 peoplePermissions, process, and reporting begin to matter. ✓51+ peopleGovernance, consistency, and cross-team use carry more weight.

Priorities

Where do you need the most help?

Choose up to four. Your results will prioritize a connected stack across these areas.

✓Sales & CRMLeads, follow-up, pipeline, and customer relationships. ✓MarketingEmail, campaigns, audience growth, and customer journeys. ✓Projects & knowledgeTasks, process, documentation, and team visibility. ✓Finance & invoicingBooks, expenses, invoices, payments, and reporting. ✓Customer supportShared inboxes, help content, and customer communication. ✓Automation & AIReduce repeated work and connect information across tools. ✓Commerce & paymentsStorefront, checkout, payments, and customer lifecycle. ✓Website & contentPublishing, design, forms, and lead capture.

Select at least one and no more than four.

Your starting point

What kind of decision are you making?

Starting fresh, replacing a tool, and reducing overlap are different jobs.

✓Starting freshI need the essential tools and want to avoid overbuilding. ✓Replacing somethingA current tool is too expensive, limited, or frustrating. ✓ConsolidatingI have overlap and want fewer subscriptions or systems. ✓Scaling upOur current setup works, but it may not hold up much longer.

Budget

What monthly budget feels realistic?

This is a guardrail, not a target. Worthd will not spend the whole budget just because it is available.

✓Free-firstUse useful free plans wherever possible. ✓Under $100 per monthCover the essentials with a lean paid stack. ✓$100-$500 per monthBalance capability, ease, and long-term value. ✓$500+ per monthPrioritize fit and capability without buying unnecessary complexity.

Work style

How much complexity are you willing to manage?

The most powerful tool is not the best tool when nobody wants to maintain it.

✓Keep it simpleFast setup, clear defaults, and low maintenance matter more than customization. ✓Give me a practical balanceI want useful depth without turning the stack into its own full-time job. ✓I value flexibilityCustomization, integrations, and room to design the workflow are worth extra setup.

Main outcome

What would make the new stack feel worth it?

When two tools are close, this answer helps decide which tradeoff matters most.

✓Save timeReduce repeated work, handoffs, and switching between tools. ✓Reduce costCut overlap and make every subscription earn its place. ✓Grow revenueImprove acquisition, follow-up, conversion, and customer value. ✓Organize the workCreate ownership, shared context, and repeatable processes. ✓Improve customer experienceMake buying, communication, service, and support feel smoother. ✓Use AI in a useful wayAdd AI where it solves a real job instead of chasing a label.