Client Assessment 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 solution or automation could help you achieve one thing in the next 90 days, what would that be?
What would achieving this 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)
What's cause of not solving this problem in the next 30-90 days?
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?
How soon are you looking to implement a solution?
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?
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–$4,000
$4,001–$6,000
$6,001–$10,000
I’m not sure yet
Do you have the team or time to implement, 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 have existing data, SOPs, or any assets we can use?
Yes
No
Not sure
Why are you interested in this solution today?
Exploring
Comparing
Ready to solve now
How would you describe your approach to decisions?
Act quickly and adjust
Balance
Analyse before acting
What matters most when choosing a solution?
Result
Proof
Reliability
Trust
Support
When face with a new idea,you usually....
Try immediately
Test carefully
Avoid unless necessary
How constant are you in following through on plans?
Always constant
Sometimes need reminders
Often delays
Are you open to case studies or testimonial use if we help you achieve a great result?
Yes
No
Maybe
Is there anything we should know before we meet? Drop any notes, pain points, or links below.
Would you recommend our services/products to others?
If Yes,State Who Or Which Company.
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!
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