AI Concierge Intake Form
Answer a few questions about your business and priorities so we can prepare for Call 1.
About the Business
Company Name
*
Website
*
Industry
*
Headcount
*
Please Select
Please Select
1-10
11-50
51-200
201-500
501-1000
1000+
Annual Revenue Range
*
Please Select
Please Select
Under $1M
$1M-$5M
$5M-$10M
$10M-$50M
$50M-$100M
$100M+
In one sentence, what does your business actually do?
*
About You
Your full name
*
First Name
Last Name
Your title
*
Hours per week spent
*
Rows
IN the business
ON the business
Hours per week
Time Sinks
What are the 3 tasks that eat the most of your time each week?
*
Of those tasks, which one would you pay the most to make disappear?
*
Task 1
Task 2
Task 3
Other
Where do you currently feel like the bottleneck in your business?
*
What gets dropped or delayed when you’re swamped?
Process Inventory
For each area below, name 1-2 repeatable processes that happen weekly or monthly. Leave blank if not applicable.
Sales processes
Operations processes
Finance processes
Marketing processes
Intelligence processes
Tool Stack
Top 10 Software tools
*
AI Tools You Already Pay For and How You Use Them
Team
List your team
Is anyone on your team using AI in their work today? Who and how?
Outcomes
If you reclaimed 10 hours per week, what would you do with that time?
*
What does winning look like 90 days from now?
*
Logistics
Best email for call recordings and recap links
*
example@example.com
Have you installed Voxer?
*
Yes
No
Will install before Call 1
Internal acronyms, codenames, or named processes I should know
Anything else I should know before our first call?
Send to Doug (verify exact wording before publishing)
Should be Empty: