AI Assessment Intake
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Business basics
Business name
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Your name
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First Name
Last Name
Your role / title
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What does the business do, and who is the customer?
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Team size (employees + contractors)
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Rough annual revenue band
Please Select
Under $250K
$250K–$1M
$1M–$3M
$3M–$10M
$10M+
Rather not say
In a typical week, how many hours go to doing the work itself vs. improving how the work gets done?
Rough split is fine — e.g. '45 doing, 5 improving.
Time sinks
Have we already done a free 15-minute call together?
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Yes — we've talked and you already sent me one fix
No — this is our first pass
What are the top 3 tasks eating your week right now?
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What is the one process you would pay the most to never have to do again?
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Besides the process we already covered — what other tasks are eating your week?
Of those, which would you pay the most to never have to do again?
When that process falls behind, which is closer to the truth?
Please Select
There isn't enough time or people to get it done
The work sits waiting on someone or something
Both
Not sure
Gut answer is fine. This tells me whether you need more capacity or less waiting.
If it sits waiting — what is it usually waiting on?
An approval, a reply, missing information, a handoff to someone else… One line is enough.
When you're swamped, what important work gets dropped first?
What have you already tried to automate or delegate that didn't stick — and what happened?
Process inventory
List 1–2 repeatable processes you run weekly or monthly under each heading. One line each. If a box is blank, that tells me something too.
Sales — quotes, follow-up, proposals
Operations — fulfillment, scheduling, onboarding
Finance — invoicing, collections, bookkeeping
Marketing — content, email, reviews, socials
Intelligence — reporting, research, tracking competitors
Tool stack
This is the most important section on the form. The tools you already pay for decide what I can install and how fast.
Top 10 software tools your business runs on
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AI tools you already pay for or use, and what you actually use them for
Briefly, what kind — and does anyone outside your team touch it today?
Who on your team already uses AI in any form?
Is anything in your data regulated or sensitive?
Please Select
No — general business data
Some financial records
Some health records
Some legal or client-privileged records
Not sure
Outcomes
If you reclaimed 10 hours per week, what would you do with that time?
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What does winning look like 90 days from now?
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Roughly what is an hour of your time worth?
Logistics
Best email for recordings and recaps
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example@example.com
Anyone else who should be on the calls?
Anything else I should know before we start?
Send it over
Should be Empty: