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^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 *

Team Size *

Solo — just me

2–5 people

6–20 people

21+ people

Annual Revenue 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.

What's the single most painful, repetitive task in your business? *

How many hours per week does this problem cost you or your team? *

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

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 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."

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?

I consent to be contacted by SDW Labs LLC regarding my inquiry, appointment, or service request using the contact information I provide, including phone calls, text messages, and emails. Communications may be recorded for quality and follow-up purposes. I may withdraw my consent at any time.

You're Almost Done

Submit your audit and we'll review your answers within 1 business day. You'll receive a brief summary of our initial read — and a link to book your discovery call if we're a fit.

^{SECTION ONE}

^1. Business Profile

Tell us about your business so we can contextualize your automation opportunities.

^{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.

^{SECTION THREE}

^3. AI Readiness

Help us understand your current relationship with AI so we can meet you where you are.

^{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.

^{SECTION FIVE}

^5. Agent Interest

You're Almost Done

Submit your audit and we'll review your answers within 1 business day. You'll receive a brief summary of our initial read — and a link to book your discovery call if we're a fit.

Prefer to talk first? Book a discovery call directly and we'll walk through these questions together.

Book a 30-Minute Discovery Call Instead →