Client Assessment Form

Client Assessment Form
Name

First NameLast Name
Business Name
Industry
Website/Social
Main Contact Person
Email
example@example.com
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Your Role In The Business
Where Did You Find Us?
(Referral, Ad, Cold DM, Organic, Other)
Team Size
What is your main goal?
If AI solution or automation could help you achieve one thing in the next 90 days, what would that be?
What problem are you trying to solve?
What would achieving this allow you to do personally or professionally?
How valuable is achieving this outcome to you?
What does success look like in measurable terms?
(e.g. more leads, 30% time saved, 2x profit, 5 hours/week saved)
What would make this project a success?
What KPI Matter Most?
What's cause of not solving this problem in the next 30-90 days?
Have you tried solving this problem before? What happened?
What CRM are you currently using?
If You are Using One
What communication tools do your team use?
What Scheduling/Calender system do you use?
What AI tools(if any) are you already implemented?
Have you work if AI/Automation Providers Previously?
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?
Why are you implementing AI now?
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?
What resources are you ready to invest to reach this goal?
What’s your realistic budget range for solving this?
Do you have the team or time to implement, or do you want us to handle most of it?
What are you willing to do or change to make this successful?
Which of the following best describes your interest? (Check all that apply)

Other
Describe your current workflow/process?
How are leads currently handled?
Do you have existing data, SOPs, or any assets we can use?
How does your team currently complete this process manually?
What step take the most time?
What task are repetitive?
Why are you interested in this solution today?
How would you describe your approach to decisions?
What matters most when choosing a solution?
When face with a new idea,you usually....
How constant are you in following through on plans?
What are your biggest operational bottlenecks?
What Frustration are you currently experiencing?
What is slowing your team down the most?
What manual task consume the most time?
Do you currently use automation?
Have you implemented AI system Before?
Have you implemented similar system before?
Is there existing integrations we need to work?
What platform do we need access to?
Do you have API access available?
Do you have admin access or user access?
Who will provide API keys?
Can you grant access to CRM/tools required?
Where are your brand assests store?
Do you existing workflow or documentation?
Who is responsible for providing credentials?
Who handles technical discussions internally?
Who will be the main approval person?
Do you agree to the communication structure above?
What is your preferred communication channel?
How often would you like updates?
We recommend daily or weekly
What does success look like in 30/60/90 Days?
Is your internal team available for testing and approval?
What deliverable are you expecting?
What timeline are you expecting?
Do you have a fixed dateline or flexible timeline?
Have you use AI system before?
What level of automation do you expect?
Are you expecting human oversight or full automation?
- Sales Rep Must Tell The Client This

Add expectation-setting statements like:“AI systems may still require human oversight and optimization.”Example:“Complex integrations may extend implementation timelines.”Example:“Results depend on workflow quality, data quality, and operational adoption.”This prevents fantasy expectations.
Communication & Approval Guidelines

Our GoalTo keep projects moving efficiently, communication is kept clear, organized, and simple.Communication- Check-ins: Monday, Wednesday, and Friday (message or short Loom video)- Weekly Update: Progress + feedback summary- Monthly Review: 30-minute strategy call- Quarterly Review: 60-minute planning call- Meetings are only scheduled when needed.Daily updates are only provided during launches or urgent situations.Response Times- Standard messages: within 24 business hours (Mon–Fri, 9:00 AM–5:00 PM)- Urgent messages (tagged [URGENT]): within 4 business hoursPlease use one main communication channel (Slack, email, or the agreed project platform).Approvals- One primary decision-maker should be assigned.- A backup decision-maker is recommended.Approval timelines:- Standard: 48 business hours- Urgent: 24 business hoursIf a non-critical approval is delayed, work may continue based on the latest agreed direction to keep the project on schedule.Quick RemindersDo:- Use one communication channel.- Tag urgent requests with [URGENT].- Keep major decisions with the assigned decision-maker.Don't:- Send the same message across multiple platforms.- Hide urgent requests in long updates.- Schedule unnecessary meetings.
What outcome are you expecting from this system?
What happens if implemention takes longer expected?
How ready is your team to adopt new systems?
Who is responsible for Internal adoption?
What concern do you have about this Implementation?
What has gone wrong on past project like this?
What has Frustrated you with previous providers?
What timeline flexibility do you have?
Have previous implementation failed before?
Are you open to case studies or testimonial use if we help you achieve a great result?
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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