Client Survey Form
Name
First Name
Last Name
Business Name
Email
example@example.com
Phone Number
Please enter a valid phone number.
Your Role In The Business
Where Did You Find Us?
(Referral, Ad, Cold DM, Organic, Other)
If AI or automation could help you achieve one thing in the next 90 days, what would that be?
What would that result allow you to do personally or professionally?
How valuable is achieving this outcome to you?
Life-changing
Very valuable
Somewhat helpful
Not urgent
What does success look like in measurable terms?
(e.g. more leads, 30% time saved, 2x profit, 5 hours/week saved)
Have you tried solving this problem before? What happened?
What tools, freelancers, or agencies have you worked with before (if any)?
What would make you confident that we’re the right team to help you now?
On a scale of 1–10, how confident are you that you’ll get results if we work together? Why?
How soon are you looking to implement AI solutions or automation?
Immediately
In 1–2 weeks
This month
Just exploring
What’s the cost of NOT solving this problem for another 30–90 days?
(e.g. lost time, money, energy, stress)
How fast do you want to see measurable results from our work together?
1 week
2–4 weeks
1–2 months
No rush
What resources are you ready to invest to reach this goal?
Time
Money
My team’s focus
All of the above
What’s your realistic budget range for solving this?
$2,000–$3,000
$3,000–$5,000
$5,000–$10,000
I’m not sure yet
Do you have the team or time to implement what we build, or do you want us to handle most of it?
I have a team
I’ll need you to handle most of it
A mix of both
What are you willing to do or change to make this successful?
Which of the following best describes your interest? (Check all that apply)
AI Chatbot / GPT Automation
Content Automation
Lead Generation & Email Automation
Custom AI Dashboard / Tool
Business Process Automation
System & Team Productivity
Other
Do you want to automate a current workflow or build something completely new?
Do you have data, SOPs, customer lists, or any assets we can use?
Are you open to case studies or testimonial use if we help you achieve a great result?
Yes
No
Maybe
Would you recommend our services/products to others?
If Yes,State Who Or Which Company.
Is there anything we should know before we meet? Drop any notes, pain points, or links below.
Thank You!
This helps us design a clear, ROI-driven strategy for your business using AI. We’ll review this before our call and come prepared with relevant demos, roadmaps, or solution!
Please Help Us Write A Review!!
Do Tell Us Your Honest Review On Google. We Really Appreciate It!
Submit
Should be Empty: