Your Contact Information So we can confirm your 90-minute session and send your roadmap.
Your Name
Business Name
Email Address
Phone Number
Website
Best Days / Times for Your 90-Minute Session
Section 1 — About Your Business
What does your business do, in one paragraph?
Industry / Vertical
Team Size (including contractors)
Business Model
Primary Customer Segments (list 1–3, with a short description of each)
Geographic Markets Served
Section 2 — Your Top Goals & Frustrations
Top 3 Business Goals for the Next 6–12 Months
Biggest Bottlenecks or Frustrations Holding You Back Right Now
Tasks or Processes That Drain the Most Time, Energy, or Money
Where Do You Feel You Are Leaving Money on the Table?
What Does Success Look Like 6 Months From Now if This Engagement Works Perfectly?
Section 3 — Current Operations & Workflows
Walk Us Through Your Core Workflow — From "Lead Comes In" to "Customer Is Served and Paid"
Which Departments or Functions Exist in Your Business?
Which Areas Consume the Most Manual Effort? Rank Your Top 3.
What Processes Are Documented, and Which Live Entirely in Someone's Head?
Any Tasks Your Team Dreads or Avoids Because They Are Tedious?
Your Current Customer Journey (Awareness → Purchase → Onboarding → Retention)
How Do You Currently Handle Content Creation, Marketing, and Lead Nurturing?
How Do You Currently Handle Customer Support or Client Communication?
How Do You Currently Handle Reporting, Analytics, or Decision-Making?
Section 4 — Technology & Tools
List Every Software / Tool You Currently Use
Which Tools Do You Love and Consider Essential?
Which Tools Frustrate You, Feel Redundant, or Are Underused?
Do You Currently Use Any AI Tools? If Yes, Which Ones and How?
Do You Have Any Custom-Built Systems, Automations, or Integrations?
How Are Your Tools Connected (or Not Connected) Today?
Section 5 — Data & Systems
Where Does Your Business Data Primarily Live?
Data You Wish You Could Use but Cannot Easily Access or Analyze
Reports or Dashboards You Wish Existed
Do You Collect Customer Data (Emails, Behavior, Purchase History)? Where?
Section 6 — Team & Capabilities
Briefly Describe Each Key Team Member's Role
Who Is the Most Tech-Savvy or AI-Curious on Your Team?
Does Anyone Have Technical Skills (Coding, Data, Integrations)? To What Level?
Realistic Time Your Team Can Dedicate to Learning / Implementing AI
Will You Have an Internal "AI Champion" or Point Person? Who?
Section 7 — AI Experience & Mindset
What Do You Already Know or Believe About AI's Potential for Your Business?
If You Chose "Other" — or Want to Expand on Any Concern
Have You Tried Any AI Initiatives Before? What Worked and What Did Not?
Specific AI Use Cases You Have Seen or Heard About That Interest You
Section 8 — Budget, Timeline & Constraints
Any Hard Deadlines, Launches, or Events Driving This Initiative?
Any Constraints We Should Know About?
Who Has Final Decision-Making Authority on New Tools or Spend?
Section 9 — Compliance, Security & Risk Please describe categories only — do not enter any actual customer records, account numbers, or credentials in this form.
Do You Operate in Any Regulated Industries? (Healthcare, Finance, Legal, Education, etc.)
Do You Handle Sensitive Customer Data? What Types?
Compliance Frameworks You Must Follow
Any Vendors, Contracts, or Systems That Limit What You Can Change?
Fast-Forward 12 Months and AI Has Transformed Your Business. What Does That Look Like?
What Would Your Team Focus On if AI Handled the Repetitive Work?
The One Thing You Most Want AI to Help You Solve or Unlock
If You Had a Magic Wand, What Would You Automate or Enhance?
Who Else Should We Consider When Shaping Recommendations? (Peer, Advisor, Partner, Competitor)
Anything Else You Want Us to Know Before Our Session?
Optional Attachments Helpful but not required: org chart or team overview, a list of current tools, sample reports / dashboards / SOPs, or examples of repetitive work you would like to eliminate. Please do not upload files containing passwords, logins, or customer records.
Upload Supporting Files (Optional)
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