2. Current challenges
Where things feel slow, expensive, or inconsistent.
What is the biggest operational or growth bottleneck in your business right now?
How is this bottleneck affecting the business? (time, money, growth, stress, etc.)
Are there other recurring workflows that feel unnecessarily manual or slow?
3. What you’ve already tried with AI
No wrong answers — this just helps us understand where you’re starting from.
Have you or your team used AI tools (ChatGPT, Claude, automation tools, etc.)?
Select...
Not really / just experimenting casually
Yes — individuals use it for personal productivity
Yes — we’ve tried it for specific business workflows
Yes — we have one or more systems already in place
What has worked well so far (if anything)?
What has been frustrating or hasn’t stuck?
4. Goals and timing
What success would look like and how soon you want to move.
If one workflow was fixed and working well in the next 30–60 days, what would that change for you?
How soon are you hoping to make progress?
Select...
As soon as possible (next 2–4 weeks)
Within the next 1–2 months
Exploring for later this year
Just gathering information for now
5. Decision process
Helps us understand how decisions get made.
Who would be involved in deciding whether to move forward?
Is there budget set aside (or available) for a focused project in the $3,500–$18,000 range if the ROI is clear?
Select...
Yes — we can move if the value is clear
Possibly — would need to discuss internally
Not at this time
Unsure
Anything else we should know?
Ready to send?
We’ll review your answers and reply with an honest recommendation — whether that’s a Sprint, a different next step, or a clear “not the right fit right now.”
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