LINYAIQuick business snapshot
Short answers welcome. Allow more time for detailed executive notes. Your answers help us prepare a tailored AI opportunity brief before our follow-up conversation. Short phrases and ballpark answers are fine. “Not sure” or “not applicable” is welcome.
Business name:
Your name:
Phone number and/or email address (at least one):
Preferred contact method (phone / email / either; choose a supplied method):
Mailing address (optional):
What does your business do?
What is already working well?
Your experience with AI (just exploring / individual tools / connected workflows / not sure yet):
Where would you like more capacity or capability? (check all relevant service interests, or not sure yet):
What are your top 3 priorities for what comes next?
For each selected topic: how does it work today, what works well, who handles it / how often, and what would you like next? A sentence or two is plenty; not sure is fine.
Annual revenue band (under $1M / $1M–under $2M / $2M–under $5M / $5M–under $10M / $10M–under $20M / $20M+ / not sure):
Team size + main worker types:
Software you use (e.g. Microsoft 365, Google Workspace, Excel, Sheets, QuickBooks, Xero, CRM or project/job systems); custom names / not sure welcome:
Records: mostly digital / mostly paper / mixed / not sure?
Leadership person 1: name, actual title / role, typical workday (2–3 activities), activities taking more time than wanted (estimates optional), and desired focus / what a better day makes possible:
Leadership person 2: name, actual title / role, typical workday (2–3 activities), activities taking more time than wanted (estimates optional), and desired focus / what a better day makes possible:
Leadership person 3: name, actual title / role, typical workday (2–3 activities), activities taking more time than wanted (estimates optional), and desired focus / what a better day makes possible:
Additional leaders: repeat the same fields as needed (CEO, partner, president, vice president, manager, or other):
What would you like the business to achieve next? (e.g. bids, estimates, customer follow-up; none or not sure is fine):
Additional context (optional):
Areas to explore: AI infrastructure & agents · Email & communication · Calls & inquiries · Outreach & follow-up · Scheduling & team · Data entry & records · Reporting & margins · Invoicing & collections · Inventory & purchasing · Bids & estimates · Connecting software · Staff training & enablement · Leadership capacity · Marketing strategy & campaigns · Content creation · Social media · Branding & design · Branded apparel & uniforms · Promotional products · Other · Not sure yet.
Optional numbers, only if handy
Monthly payroll ($):
Monthly materials / direct costs ($):
Typical job / sale value ($), if relevant:
Bids / estimates / proposals per month, if relevant:
Return this to the person who sent it, or reply with a photo. Your responses help us prepare for a conversation.