Unwaste My Time AI Concierge Intake Form
Thanks for joining the AI Concierge program. This form takes about 10 minutes to complete and ensures we hit the ground running on Call 1. The more specific you are, the more value you'll get out of our time together.
About the Business
Company Name
*
Website
*
Industry
*
Headcount
*
Please Select
Just me
2-5
6-15
16-50
51-200
200+
Annual Revenue Range
*
Please Select
Under $500K
$500K–$1M
$1M–$3M
$3M–$5M
$5M–$10M
$10M+
In one sentence, what does your business actually do?
*
Your Role
Your full name
*
First Name
Last Name
Your title
*
Hours per week spent IN the business vs ON the business
*
Time Sinks
What are the 3 tasks that eat the most of your time each week?
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Of those tasks, which one would you pay the most to make disappear?
*
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 Corey
Should be Empty: