First Name

Last Name

Email *

Company Role *

Phone *

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Industry *

Sub-Industry / Niche

Business Name *

Company Size

Website

# of years in business

Goals

Primary goals for AI automation?

Reduce operational costs/overhead

Increase revenue/sales

Save employee time

Reduce errors and improve quality

Improve customer experience/response time

Scale operations without hiring

Better data visibility and reporting

Improve compliance and consistency

Enable 24/7 operations

List every task you do in a week

Tasks you would pay someone $100/hr to do...

Tasks you would NOT pay someone $100/hour to do this?

Biggest time drains *

Most repeated tasks *

How do you currently earn new clients?

Have you tried automated workflows in the past?

Bottlenecks

What does success look like?

Success Metrics

In 6 Months...

If you hade to pick ONE process or workflow to automate what would it be...

Workflow-Specific Details

For your priority processes, please describe the current workflow step-by-step:

Example format:

Step 1: Receive lead from website form
Step 2: Manually copy data to CRM
Step 3: Send welcome email
Step 4: Assign to sales rep based on territory
Step 5: Create task for follow-up

Your Process:

What triggers the start of this process?

Time-based (scheduled)

Event-based (form submission, email received, order placed, etc.)

Manual initiation

Other

What are the decision points in this process?

What is the end result or final output of this process?

Where does data get "stuck" or require manual intervention?

AI Workflow Application

Tells us about your business

Workflow-Specific Details

Data & Integration Requirements

AI & Advanced Automation Opportunities