First Name
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Last Name
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Organization Name
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Phone
*
Email
*
Website or LinkedIn (optional)
Type of Business
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Select an option
Business Size
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Solo / Just me
2–10 employees
11–50 employees
51–200 employees
200+ employees
Current AI or Automation Tools in Use
Where do you believe your business is losing the most revenue right now?
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Missed intake calls
Slow follow-up
Consultation no-shows
Slow lead response
Unqualified leads
Manual intake
Document workflow delays
CRM/pipeline gaps
Not sure
How quickly do new leads usually receive follow-up?
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Under 5 minutes
Same day
1–2 days
3+ days
Inconsistent / depends on the team
Not sure
Business Growth & AI Readiness Assessment
Where do most of your leads come from?
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Referrals
Website
Paid ads
Events / networking
Social media
Phone calls
Walk-ins / consultations
Purchased leads
Other
What areas of your business are you looking to improve with AI?
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Marketing
Sales
Admin / Operations
Finance / Accounting
Legal / Compliance
HR / Recruiting
Customer Support
Coaching / Consulting
Other Types of Improvements (optional)
What type of workflow help are you looking for?
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AI Strategic Help (Planning & Implementation)
I need help getting clear on what to automate
Help integrating AI tools into my workflow(s)
Robotic Process Automation & AI Intelligent Workflows
Build a platform, app or AI technology
Any Other Workflow Help?
What specific areas are you looking to automate or AI-ify?
Conversational AIs (chat, email, intake)
Internal LLMs / company knowledge base
Workflow integration to speed up operations
Full company automation (delegating key tasks to AI)
Prompt engineering (writing & using prompts)
AI agents to get more done
AI training for myself/my team (ChatGPT, Claude, Gemini, Copilot)
Tech Comfort Level
Low - Need help every step
Medium - Comfortable with tools
High – I love automation
Monthly Budget for AI
Select an option
How quickly would you like to implement?
Select a timeline.
What’s your biggest frustration right now in your business or workflow?
Where do you ideally want to be in 12 months with the help of AI?
Anything else we should know?
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