AI Audit - Discovery Intake

1
Name* This field is required.
First Name
Last Name
2
Email* This field is required.
example@example.com
3
Business Name* This field is required.
4
Business Website* This field is required.
5
Are you the business owner or primary decision-maker?* This field is required.
Yes, I'm the owner / decision-maker
No, I'm a manager or employee
I'm the owner, but others will be involved in this decision
Other
6
What industry best describes your business?* This field is required.
Please Select
Professional Services (legal, accounting, consulting, marketing)
Trades & Construction
Retail
Food & Hospitality
Healthcare & Wellness
Manufacturing or Distribution
Non-Profit
Ag/Aquaculture
Technologies
Other
7
What does your business do? Briefly describe your products or services and who you serve.* This field is required.Keep it brief — 2 to 3 sentences is fine.
Huge
Large
Normal
Small
Ok
Ok
8
Type a questionHow many people work in your business (including yourself)?* This field is required.
Please Select
Just me (solo)
2–5
6–15
16–30
31–50
50+
9
What's your approximate annual revenue?* This field is required.This helps ensure the audit is scoped appropriately for your business.
Under $250K
$250K–$1M
$1M–$5M
$5M–$10M
$10M–$25M
$25M+ (larger businesses are welcome, we'll scope the call accordingly)
10
Which accounting or finance software does your business use?* This field is required.
QuickBooks Online
QuickBooks Desktop
Sage 50
Xero
Wave
Spreadsheets only (Excel / Google Sheets)
We outsource bookkeeping entirely
Other
11
Does your business run primarily on Google or Microsoft?* This field is required.
Google (Gmail, Google Drive, Google Docs)
Microsoft (Outlook, OneDrive, Microsoft 365)
A mix of both
Neither / not sure
Other
12
Are there any other software tools or apps central to how your business runs?e.g. Dext, Hubdoc, industry-specific software, inventory systems, reporting tools — anything you rely on day-to-day
Huge
Large
Normal
Small
Ok
Ok
13
Which of these areas takes the most time in your business right now?* This field is required.Pick all that apply
Bookkeeping, invoicing, or financial reporting
Scheduling, coordination, or project tracking
Client communication and follow-up
HR, payroll, or onboarding
Sales or proposal work
Data entry or reporting across systems
Other
14
Who currently handles the majority of your admin, reporting, and finance work?* This field is required.
I do it myself (owner)
Dedicated admin or operations staff
In-house bookkeeper or accountant
Outsourced bookkeeper or accountant
A mix of the above
Other
15
Roughly how many hours per week does your team (or you) spend on admin, reporting, or finance tasks?* This field is required.
Please Select
Less than 5 hours/week
5–10 hours/week
10–20 hours/week
20–30 hours/week
More than 30 hours/week
I genuinely don't know
16
How would you describe how admin work gets done in your business today?* This field is required.
We have clear processes that mostly work
Things get done, but it's inconsistent
It's chaotic — we're winging it
It's a mix depending on the task
17
What's the single biggest operational headache in your business right now — and what does it cost you?* This field is required.Could be time, money, stress, or dropped balls. 2–4 sentences is plenty. e.g. 'Invoicing takes forever and we're always waiting 60+ days to get paid
Huge
Large
Normal
Small
Ok
Ok
18
Have you already experimented with any AI or automation tools?* This field is required.
Yes
No, but I'm curious
No, and I'm skeptical
19
What tools have you tried, and what worked or didn't?
Huge
Large
Normal
Small
Ok
Ok
20
What's your biggest concern or hesitation about using AI in your business?
Huge
Large
Normal
Small
Ok
Ok
21
What does success look like for your business 6 months from now?* This field is required.What would need to be true — operationally, financially, or in terms of your own time — for you to consider this a win?
Huge
Large
Normal
Small
Ok
Ok
22
Are you actively looking to make changes in your business, or still in exploration mode?* This field is required.
Ready to move — I want to act in the next 1–3 months
Exploring — I'm building the case internally
Just curious for now
23
Anything else you'd like us to know before the call?
Huge
Large
Normal
Small
Ok
Ok
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