What's your Business' name? *

Business' website?

Business Email *

What are the primary services/products your business offers? *

Describe your IDEAL client or customers: *

What problems are you solving for them? *

What's the most important priority for your business at this time? (We know all are important but what is the most pressing? Only pick the biggest priority) *

• More Leads
• More Sales
• Smoother Operations which Gives More Free Time
• Increased Profitability and Expense Redution
• Other
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If you answered 'other', please explain here what's your priority:

Have implemented any AI or automation solutions previously? *

Yes

No

Describe your experience implementing any AI or automation solution

Which activities require the most creative resources and bandwidth from you or your team? (Ex: Writing, video production, design, etc.) *

What are the biggest communication resources required from your company? (Ex: Leads, client communications, internal communications, etc.) *

What are the biggest challenges you face in your business at the moment? (Think processes and operational challenges instead of just "getting more sales" or something general) *

What are the recurring problems that slow down or disrupt your business processes? *

What are the most significant bottlenecks in your operational workflow? *

What aspects of your business would you most like to improve? *

Are there any tasks you believe could be automated or handled more efficiently with technology? *

Is there an opportunity you've been wanting to seize but haven't had the time or resources? *

Anything else you'd like to add that we didn't cover?

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