AI Concierge — Client Intake

1
Business name* This field is required.
2
What does your business do?* This field is required.
3
Your industry* This field is required.
Please Select
Please Select
Home services / trades (HVAC, plumbing, electrical, landscaping)
Professional services (accounting, legal, consulting)
Insurance agency
Financial services / advisory
Real estate / property management
Retail / e-commerce
Restaurant / food service / hospitality
Healthcare / dental / clinic
Construction / contractor
Auto services / repair
Transportation / logistics / trucking
Fitness / wellness / salon
Marketing / creative agency
IT services / software
Education / tutoring / childcare
Photography / events / entertainment
Cleaning / janitorial
Manufacturing / wholesale / distribution
Agriculture / farm
Government / municipal
Nonprofit / church / association
Other
Pick the closest fit. Used to cross-check tool recommendations against the major AI directories.
4
Your name* This field is required.
5
Your title/role* This field is required.
6
Hours per week working IN the business* This field is required.
7
Hours per week working ON the business* This field is required.
8
What is your time worth per hour?* This field is required.
9
What 3 tasks eat the most of your time each week?* This field is required.
10
For your #1 time-sink, roughly how often does it happen and how long each time?* This field is required.
11
For your #2 time-sink, how often and how long each time?* This field is required.
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For your #3 time-sink, how often and how long each time?* This field is required.
13
Where are you personally the bottleneck?* This field is required.
14
What balls get dropped when you get swamped?* This field is required.
15
Sales process(es)* This field is required.
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Operations process(es)* This field is required.
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Finance process(es)* This field is required.
18
Marketing process(es)* This field is required.
19
Intelligence process(es)* This field is required.
20
Annual revenue (a rough range is fine)
Please Select
Please Select
Under $100K
$100K to $250K
$250K to $500K
$500K to $1M
$1M to $3M
$3M to $10M
Over $10M
Prefer not to say
Used only to size the dollar impact in your report.
21
Rough gross margin (what's left after direct costs)
Please Select
Please Select
Under 20%
20% to 40%
40% to 60%
60% to 80%
Over 80%
Not sure
22
Open quotes or estimates in a typical month, and average job value
23
Missed or after-hours calls in a typical week
24
Top 10 software tools you use
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Which tools do you already use? (check all that apply)* This field is required.
QuickBooks
Xero
Salesforce
HubSpot
Slack
Microsoft Teams
Zoom
Calendly
Google Workspace (Gmail, Docs, Drive)
Microsoft 365 (Outlook, Excel, Word)
Dropbox
Canva
ChatGPT
Claude
Other
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AI tools you already pay for and how you use them* This field is required.
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Who’s on your team and who already uses AI* This field is required.
28
If you reclaimed 10 hours per week, what would you do with that time?* This field is required.
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What does winning look like 90 days from now?* This field is required.
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If we could automate only ONE thing in the next 30 days, what would it be?* This field is required.
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How soon do you want these wins in place?* This field is required.
ASAP — within 30 days
1 to 3 months
3+ months / just exploring
32
Best email for recordings and recap links* This field is required.
example@example.com
33
Voxer: do you already have it, or will you install it if we move forward?* This field is required.Voxer is a free walkie-talkie voice messaging app. During your engagement it replaces email chains for quick questions: you send a voice note when something comes up, I answer the same way. Fast answers, no scheduled calls.
Yes, I already use Voxer
Not yet, but I'll install it if we move forward
Tell me more on our first call
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Anything else I should know
35
What's your core business platform?* This field is required.
Google Workspace
Microsoft 365
Both
Other
36
Who controls your IT and app permissions?* This field is required.
I do (owner)
In-house IT
Outside IT provider (MSP)
Not sure
37
Do you have a written AI usage policy for your business?* This field is required.
Yes, and the team actually follows it
Yes, but it's mostly a document nobody reads
No
Not sure
38
Which types of sensitive data would these automations touch?* This field is required.
Client personal info
Health/medical (HIPAA)
Financial/payment data
Legal/confidential
None of these
39
What should AI NOT touch or do without your sign-off?* This field is required.
Should be Empty: