Client Discovery Sheet

Client Discovery Sheet

Please complete prior to booking a consulting session.
Name

First NameLast Name
Phone Number
Please enter a valid phone number.
Email
example@example.com
Can you briefly describe your business and what you do?*
Who are your typical clients or target market?*
Where are your customers located?*
How many employees do you currently have?
What are your top 3 business goals for this year?*
Have you used AI or automation tools in your business before?*
If yes, what tools have you tried, and what was your experience?
What parts of your business currently feel inefficient or time-consuming?
Are there any repetitive tasks you or your team spend too much time on?
Do you have any existing customer service or marketing automation?
What is the biggest challenge you're facing right now in your business?
If AI could solve one problem for you immediately, what would you want it to be?
How important is it for you to save time, reduce costs, or scale in the next 6-12 months?
Are you currently tracking KPIs, data, or analytics? If so, how confident are you in them?
What would success with AI & automation look like for you?
Are you more focused on improving marketing, operations, decision-making, or customer experience?
How involved do you want to be in the AI implementation process (hands-on, advisory, fully done-for-you)?
How soon are you looking to get started if you find the right solution?
Do you have a budget or investment range allocated for AI or automation?
Are you the final decision-maker regarding this project?
Would anyone else need to be involved in this process?
Should be Empty: