Quick 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. Revenue range and total team count are required; estimates are welcome. Other details can be left blank when not applicable.

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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?

Current website URL (optional), or No website yet:

Existing website platform (optional; e.g. WordPress, Wix, Squarespace, Shopify, custom, or not sure):

If you have a site: overall satisfaction (happy / some improvements / major changes / unsure); what you like and want to preserve (branding/design, content, navigation, existing features, ease of updating, other/not sure); what to improve (design, mobile, speed, messaging, SEO/local visibility, forms, booking/contact, integrations, other/not sure). Optional notes:

If no website yet: desired features and optional goals/notes:

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):

Which 1–3 items would you tackle first?

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 (required; estimate is fine: under $1M / $1M–under $2M / $2M–under $5M / $5M–under $10M / $10M–under $20M / $20M+):

Total team size (required; estimate is fine). Select roles you employ, then provide the number in each role (or not sure). Optional per-role typical pay per person, currency and period (hour/week/month/year). Count each person once; estimates welcome:

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 that make possible for the business? (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 · New website · Website redesign / improvements · Landing pages & lead capture · SEO / local search · 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.