Company Name
*
Website URL
First Name
*
Last Name
*
Email
*
Phone
*
Company Size
*
Select option
Industry
*
Company Primary Challenge
*
Which System Are You Interested In?
*
What CRM platform are you currently using?
Is the CRM already live, or does it need to be built from scratch?
Approximately how many contacts/deals are in your current CRM?
How many team members need CRM access?
What is the biggest CRM issue right now?
Messy Data
Poor Adoption
Unclear Pipeline
Unreliable Reporting
Broken Automations
Follow-up Gaps
Migration Needed
Other
Do you need migration or cleanup support?
Yes
No
Do you need reporting connected to the CRM?
Yes
No
Where do leads currently come from?
Website Forms
Phone Calls
Landing Pages
Paid Ads
Referrals
Social Media/DMs
Email Inquiries
Proposals/Quotes
Other
What happens after a lead comes in right now?
How fast does your team usually respond?
What is the biggest follow-up problem?
Slow Response
No Clear Owner
Leads Lost In Inboxes
Missed Calls
Proposals Go Quiet
No Nurture
No Source Tracking
No Reporting
How many people receive or work leads?
What CRM or lead system do you use now?
Do you need email, SMS, call tracking, or all of the above?
Email
SMS
Call Tracking
All of The Above
Not Sure
Do you currently follow up on proposals or quotes automatically?
Yes
No
Do you currently have automated follow-up sequences?
What type of AI workflow are you interested in?
Internal Assistant
Document Generation
Report Helper
Research Workflow
QA/Checklist Workflow
Customer/Support Workflow
Sales/Admin Workflow
Not Sure Yet
What work is currently repetitive or manual?
What tools should this connect to?
CRM
Google Workspace
ClickUp
Slack
Email
Spreadsheets
Website/forms
n8n
Zapier
Make
Other
Does the output need human approval before use?
How sensitive or high-risk is the output?
Internal Only
Client-facing
Sales-facing
Financial/Reporting-related
Operational Decision Support
Do you already have examples of the work AI should help with?
Have you tried any AI tools before?
How many hours per week does your team spend on the repetitive work?
Do you have an existing website?
What platform is it built on?
What is the primary action you want visitors to take?
Is your website currently connected to your CRM?
Are forms/calls currently tracked properly?
Do you need follow-up connected after form submission?
Yes
No
Do you need SEO structure included?
What CRM or data tools are you currently using?
What does your team currently use for reporting?
What are the top 3 metrics leadership needs to see clearly?
How many people or roles need reporting access?
Are your current numbers trusted by leadership?
How many data sources need to be connected?
Do you need executive, sales, marketing, or operations reporting?
Executive
Sales
Marketing
Operations
Finance
Other
What types of assets does your team need most?
Case Studies
Pitch Decks
Buyer Guides
Proposals
Objection Handling
One-Pagers
Sales Scripts
Email Follow-up Assets
Other
How long is your typical sales cycle?
What is your average deal value?
Do you have existing materials that need updating, or does everything need to be built from scratch?
Do you have case studies, testimonials, or proof available?
Who uses these assets?
Founder/Owner
Sales Team
Account Managers
Partners
Other
Where do deals usually stall?
What operational workflows cause the most friction?
Client Onboarding
Sales-to-Delivery Handoffs
Task Assignment
Project Delivery
Internal Admin
Status Updates
Notifications/Reminders
SOPs
Other
How many departments or teams are involved in your core workflow?
What project management or operations tools are you currently using?
ClickUp
Asana
Monday
Trello
Spreadsheets
Slack
GoHighLevel
HubSpot
Other
Are your processes documented, or do they mostly live in people’s heads?
Where do handoffs usually break down?
Do you need SOPs, automations, task routing, or all of the above?
SOPs
Automations
Task Routing
Status Updates
All of The Above
Not Sure
Do you need CRM-to-operations connection?
What Is your Budget Range?
*
Anything Else We Should Know?
Source Page
CTA Source
Selected System Tag
source-homepage
assessment-needed
UTM Source
UTM Medium
UTM Campaign
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