Continue your agreed project
Already agreed a project with Steve? Use the client portal when he asks for your business details, tools and goals. Still exploring? Try the Automation Advisor without signing in.
How it works
5–8 minutes
Quick guided questions about your business and goals.
Secure & private
Share only the details needed for your agreed project. Do not enter passwords or sensitive customer records.
Your agreed scope
Project details for Steve to review against your agreed scope.
Jump straight to what you need
Common questions
Why open in a new window?
The onboarding portal is a secure app that runs separately from this website, so your business details stay in one protected place.
What happens after I submit?
Steve reviews your answers against the agreed project and follows up about any missing details. Submitting this form does not change the scope or price.
Can I come back later?
Yes — sign back in with the same Google account any time to review or update your info.