Operational & AI Readiness Intake

Operational & AI Readiness Intake

Please provide your firm's details and priorities to help guide the next steps of our engagement.
Key Contact | Firm Overview
Firm Name
Your Name & Title
Contact Email
example@example.com
How did you hear about us?
Approximate AUM
Business & Operational Priorities
What are the top 3 operational challenges your team is currently facing?
Where do you feel the most strain in day-to-day workflows (time, errors, bottlenecks, handoffs, etc.)?
If nothing changes over the next 12–18 months, what concerns you most?
Current Tech Stack
List your core systems (Custodians, CRM, portfolio management, planning, document storage, communication tools, etc.)
Are there known limitations or frustrations within your current systems?
Have you implemented any automation or integrations to date? If so, briefly describe
AI Prompts
What prompted your interest in AI integration at this time?

AI Interest Rating

Rows	Not like us	Somewhat like us	We Are Here
We have specific use cases in mind
We are exploring possibilities
We feel behind and want to catch up
We’ve been approached by vendors
We want to improve efficiency and client experience
We feel pressure to moderize

What would “success” look like if AI were implemented effectively in your firm?
Outcomes | Deliverables
How do you currently measure operational success?
Where do you believe inefficiencies are costing the firm the most today?
Team | Capacity
How is your operations team structured today?
Which tools are currently in place for your firm?
Where are you seeing the greatest dependency on specific individuals?
Are there areas where work consistently backs up or requires rework?
Scope Alignment
What are you primarily looking for support with?
Timing & Readiness
Ideal start time frame
Internal stakeholders who would be involved
Any constraints (budget, compliance, internal resources, etc.)
Commitment Check
To ensure alignment, please confirm:
Our intake process is designed to quickly identify where AI actually drives value vs. where it introduces noise.
Should be Empty:

Key Contact | Firm Overview