AI Automation Client Intake Form

Section 1: Business Overview

Tell us about your business

1. Business Name *

2. Industry / Niche *

3. Website URL

4. Social Media Links

5. Team Size *

6. Target Audience *

7. Revenue Model *

Services

Products

Subscription

Marketplace

Other:

Section 2: Current Workflow & Tools

Understanding your current operations

8. Describe your daily business operations *

9. What tasks are repetitive/manual? *

10. What tools/software do you currently use? *

11. How do you manage customer communication? *

12. Where do delays usually happen? *

Section 3: Pain Points & Bottlenecks

Identifying challenges and opportunities

13. What tasks consume the most time? *

14. What frustrates you or your team the most? *

15. Where do errors happen frequently? *

16. What processes don't scale well? *

17. If you could automate ONE thing today, what would it be? *

Section 4: AI Readiness & Goals

Assessing AI readiness and objectives

18. Have you used AI tools before? *

19. If yes, which tools?

20. What do you want AI to help with? *

Lead generation

Customer support

Content creation

Data analysis

Internal automation

Other:

21. Expected outcome from AI implementation *

22. Budget range for automation *

23. Timeline for implementation *

Section 5: Data & Integration

Understanding your data infrastructure

24. What data do you collect? *

25. Where is your data stored? *

26. Do you have API access to your systems? *

27. Are you open to integrating third-party tools? *

Section 6: Strategy-Level Questions

Your secret weapon for success

28. Describe your ideal automated workflow *

29. What would success look like after AI implementation? *

30. Any processes you DO NOT want automated? *

31. Your biggest business goal in the next 6 months *

Ready to Transform Your Business?

Submit your intake form and let's start your AI automation journey