SECTION ONE
1.
Business Profile
Tell us about your business so we can contextualize your automation opportunities.
First Name
*
Last Name
*
Email
*
Phone
*
Business / Company Name
*
Website (URL)
(optional)
Industry / Niche
*
- Select your Industry -
Team Size
*
Solo — just me
2–5 people
6–20 people
21+ people
Annual Revenue Range
*
— Select your range —
(ballpark is fine)
Briefly describe what your business does and who it serves.
*
2–4 sentences is ideal. This helps us understand your context before the call.
SECTION TWO
2.
Current Workflows & Pain Points
We're looking for the workflows that eat the most time and have the clearest pattern — those are the best candidates for automation.
Which tasks or workflows take the most time in your business right now?
*
Client onboarding & intake
Writing proposals or quotes
Answering customer questions
Scheduling & booking coordination
Screening applicants/ hiring
Meeting prep & notes
Email follow-ups & outreach
Creating or repurposing content
Reporting & data summaries
Sales pipeline follow-up
Social media content
Something else ( describe below)
What's the single most painful, repetitive task in your business?
*
How many hours per week does this problem cost you or your team?
*
— Select an estimate —
Is this task currently documented (SOP, written process, checklist)?
*
Yes, Fully documented
Partially, some notes exist
No, it's all in my head
What tools or software are you currently using for this workflow?
*
e.g., Gmail, HubSpot, Notion, Airtable, Slack, QuickBooks, etc.
SECTION THREE
3.
AI Readiness
Help us understand your current relationship with AI so we can meet you where you are.
How would you describe your current use of AI tools?
*
Never used AI tools
Use AI occasionally for specific business tasks
Use ChatGPT / AI personally but not for business
Use AI regularly across multiple workflows
Have you attempted to build or use any automation tools in the past?
*
No, this would be our first
Have some basic automations running
Tried but it didn't stick
Have a few more advanced workflows set up
Rate your team's general comfort with new technology (1 = very resistant, 5 = early adopters):
*
1
2
3
4
5
Who in your organization would be the primary user of the AI agent?
*
Just me (the owner)
Both me and the team
My team — they'd run it day-to-day
An operations or admin lead
What would success look like for you 30 days after the agent is deployed?
*
Be specific — time saved, tasks eliminated, outcomes improved, etc.
SECTION FOUR
4.
Scope Fit Check
SDW Labs specializes in single-workflow agents. These questions help us confirm we're the right fit — and flag if your needs require a different solution.
Our Sweet Spot:
Focused, single-workflow agents that do one thing reliably and don't require complex integrations or access to sensitive regulated data. If your needs go beyond this, we'll tell you honestly — and point you toward someone who can help.
How many separate systems or platforms would the agent need to connect to?
*
Just one system
4 or more systems
2–3 systems
I'm not sure yet
Does the workflow require real-time two-way data sync with external platforms?
*
No — mostly one-directional
Possibly — I'm not sure
Yes, real-time sync is needed
What kind of data would the agent need to access?
*
Email and documents
Financial / billing data
HR / employee data
Proprietary database / internal records
CRM / lead data
Medical / health records (HIPAA)
Public content / website data
Not sure yet
Does your industry have specific data compliance requirements?
*
No specific requirements
SOC 2 / PCI (financial/tech)
HIPAA (healthcare)
Other / unsure
How would you describe the scope of the automation you're looking for?
*
One specific task automated well — e.g., "Generate and send a proposal when a deal hits a certain stage"
A full business system transformation — e.g., "Automate everything from lead to invoice"
A small set of related tasks — e.g., "Onboarding, follow-up, and check-in sequence"
I'm not sure — that's why I'm here
Is there anything that might make this harder to implement? Any known technical or organizational blockers? (optional)
e.g., "Our CRM is locked down by IT," "We're on a legacy system," "Team is resistant to change."
SECTION FIVE
5.
Agent Interest
Which of our 14 agents sound most relevant to your situation? Select all that appeal to you — we'll prioritize based on your earlier answers.
*
✉️ Client Onboarding Agent — Automate intake, welcome emails, first-step instructions
🔁 Follow-Up Sequence Agent — Personalized follow-up emails for leads and clients
💬 Customer Inquiry Agent — Handle and triage inbound questions on-brand
💰 Quote Generation Agent — Accurate formatted quotes from pricing inputs
🔍 Sales Follow-Up Agent — Keep warm leads engaged without manual effort
🧾 HR Screening Agent — Review applications against defined criteria
📋 Meeting Prep Agent — Agendas, briefs, and talking points from calendar + notes
📝 Proposal Drafting Agent — Generate proposals from discovery notes in minutes
📱 Content Repurposing Agent — Transform long-form content into social, email, summaries
📊 Internal Reporting Agent — Structured weekly or monthly operational reports
📅 Booking Workflow Agent — Scheduling prompts and confirmation sequences
🧠 Data Summarization Agent — Convert raw data into actionable insights
📣 Social Content Agent — On-brand social content from briefs and source material
🗂️ Knowledge Base Agent — Answer internal questions from your SOPs and docs
Is there a workflow not listed above that you'd like to automate? (optional)
What's your timeline for getting started?
*
ASAP — ready to move
Within the next 30 days
Just exploring for now
What investment range feels comfortable for your first AI agent project?
*
Under $500 (Pilot tier)
$1,000–$3,000 (Growth tier)
$500–$1,000 (Starter tier)
$3,000+ (Studio tier)
Anything else you'd like us to know before the call? (optional)
How did you hear about SDW Labs?
— Select One —
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