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1. Business name

2. Primary contact name*

3. Email Address*

4. Phone*

5. Project / initiative name*

6. What problem are you trying to solve?*

Manual work / double entry

Data quality / no single source

Lack of visibility / reporting

Slow approvals / handoffs

Inventory / order accuracy

Customer response delays

Missing integrations / imports

No alerts / automation

Remote/mobile access gaps

Compliance / security needs

Scaling / performance issues

Legacy system replacement

Not sure — need guidance

Other (describe below)

Other for: What problem are you trying to solve?

7. Top outcomes: Pick up to 3 that matter most.*

Save time / reduce manual work

Fewer errors / single source of truth

Better visibility / dashboards

Faster approvals / handoffs

Integrate systems / automate tasks

Improve customer response

Speed up quoting/invoicing

Increase inventory accuracy

Mobile/field productivity

Compliance / audit readiness

Scale without new hires

Modernize legacy system

Lower software/tool costs

Not sure — recommend priorities

8. Priority*

Critical

High

Medium

Low

Nice to have

9. Describe the current process (who does what, when)*

10. Biggest time wasters / manual steps today*

Manual entry / copy-paste

Manual imports/exports

Fixing data errors

Hunting for info

Slow approvals/signatures

Manual reporting

Duplicate entry

Chasing missing data

Paperwork (print/scan)

Manual quoting/invoicing

Inventory updates by hand

Too many tools / slow system

Not sure — need guidance

Other (describe below)

Other for: Biggest time wasters / manual steps today

11. What will success look like (measurable)?*

Save time

Fewer errors / no double entry

Shorter cycle times

Faster approvals

Real-time dashboards / quicker reports

Better on-time delivery

Faster customer response

Higher inventory accuracy

More automation

Higher user adoption

Lower costs

Better uptime/reliability

Compliance/audit readiness

Higher CSAT/NPS

Not sure — recommend targets

Other (describe below)

Other for: What will success look like (measurable)?

12. Where does your key data live today?*

Paper / Manual

Spreadsheets

Documents (Word/PDF)

Shared drives (Google Drive/OneDrive/Dropbox)

CRM

Accounting / invoicing

Inventory / POS

E-commerce

Project / tickets

HR / payroll / time

Marketing / forms

Shipping / logistics

Reporting / analytics

Custom app

Other (describe below)

Other for: Where does your key data live today?

13. How many people will use this?*

1

2–5

6–10

11–25

26–50

51–100

100+

Not sure

14. Where will they use it?*

Office computer Windows OS

Office computer Mac OS

Web browser

Smartphone iOS

Smartphone Android

Tablet iPad

Tablet Android

Field / at client sites

Warehouse / shop floor

Kiosk / shared device

Offline use needed (no internet at times)

15. What should be automated?*

Import data from spreadsheets

Export data / send reports

Data cleanup, validation & de-duplication

Sync data between systems

Create/update records from forms or emails

Generate documents

Schedule jobs/appointments

Approvals with reminders & escalations

Exception/issue alerts and deadline reminders

Renewal/expiration reminders (contracts, warranties)

Low-stock alerts & purchase order creation

Invoice creation from orders/time & payment reminders

Customer onboarding steps & follow-ups

Lead capture from web/chat & assignment

Calendar sync with jobs/meetings

Compliance/audit logging & required redaction

Data backups, retention & archiving

Other (describe below)

Other for: What should be automated?

16. Briefly describe triggers/rules

17. Decisions you want to make faster*

Approve or reject requests

Prioritize work and assign owners

Price quotes and discount approvals

Schedule jobs/appointments

Promise delivery dates/SLAs

Reorder stock and purchasing

Escalate at-risk tickets/orders

Qualify leads and next steps

Renewals and customer retention actions

Credit/collections follow-up

Project go / no-go

Budget allocation tradeoffs

Customer segmentation / targeting

Staffing / capacity planning

Exception handling (what to do when X happens)

Other (describe below)

Other for: Decisions you want to make faster

18. 5–10 key metrics (KPIs)*

Cycle time (request → completion)

Throughput / items completed per period

On-time delivery %

SLA compliance %

First response time

Resolution time

Error / defect rate %

Data quality score

Inventory accuracy %

Stockout / backorder rate

Order fulfillment time

Quote-to-cash time

CSAT (customer satisfaction)

NPS (net promoter score)

Revenue / bookings

Gross margin %

Days Sales Outstanding (DSO)

Utilization % (staff/equipment)

Backlog size / aging

Forecast accuracy %

Other (describe below)

Other for: 5–10 key metrics (KPIs)

19. How fresh should dashboard data be?*

Real-time (seconds)

Daily (end of day)

Hourly

Every 4–6 hours

Weekly

Monthly

On event only (when something happens)

On demand (manual refresh)

Not sure — recommend

20. What would you ask an Artificial Intelligence (Ai) assistant to do?*

Answer questions about our data

Look up specific records

Update records with safeguards

Summarize notes or documents

Draft emails or messages

Suggest next steps in a workflow

Generate checklists or tasks

Explain anomalies or exceptions

Create reports on request

Hands-free voice queries

Provide how-to guidance in the app

Translate or clarify terms

Other (describe below)

Other for: What would you ask an Artificial Intelligence (Ai) assistant to do?

21. Any data the Artificial Intelligence (Ai) assistant must NOT access*

Customer (names, emails, phone, addresses)

Financial accounts / banking details

Credit card data

Payroll / salaries / compensation

HR personnel files

Health information (PHI)

Legal or confidential contracts

Pricing strategy / margins

Board / strategy documents

Minors’ data

Export-controlled or restricted data

Anything outside current user permissions

Other (describe below)

Other for: Any data the Artificial Intelligence (Ai) assistant must NOT access

22. Must-follow rules (compliance, privacy, approvals)

23. Downtime tolerance for key workflows*

No downtime tolerated (always on)

Minutes OK (<30 minutes)

Up to 2 hours acceptable

Maintenance only outside business hours

Night/weekend maintenance windows OK

Up to 1 business day acceptable

Not sure — recommend

24. Budget range (USD)*

< $10k

$10k–$25k

$25k–$50k

$50k–$100k

$100k–$250k

$250k–$500k

$500k+

Not sure

Fax number (leave blank)

I agree you may use my information to evaluate my project and contact me.*

Yes

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