Full Name
What's your Business' name?
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Business' website?
Business Email
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What are the primary services/products your business offers?
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Describe your IDEAL client or customers:
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What problems are you solving for them?
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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)
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If you answered 'other', please explain here what's your priority:
Have implemented any AI or automation solutions previously?
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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.)
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What are the biggest communication resources required from your company? (Ex: Leads, client communications, internal communications, etc.)
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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)
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What are the recurring problems that slow down or disrupt your business processes?
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What are the most significant bottlenecks in your operational workflow?
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What aspects of your business would you most like to improve?
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Are there any tasks you believe could be automated or handled more efficiently with technology?
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Is there an opportunity you've been wanting to seize but haven't had the time or resources?
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Anything else you'd like to add that we didn't cover?