Page 1 of 1

AI Diagnostic Intake Questionnaire.

Please complete this form with accurate answers. They will be used to prepare your Compass Audit and map where AI belongs in your business, and where it doesn't.

What is your Name?

What is your email?

Q1 — What do you sell?

Q2 — Who do you sell it to?

Q3 — What's your primary offer?

Q4 — How are clients currently coming in?

Q5 — Roughly how many leads/opportunities do you handle monthly?

Q6 — What still requires you personally?

Q7 — If you disappeared from the business for 7 days, what would break first?

Q8 — Is there anything else I should know before we get on the call?

Compass Audit Agreement

What you get
Call 1 (45 minutes): we set your Direction and map how your business actually runs.
Friction Analysis: where work is getting stuck and why.
Leverage Opportunities: a ranked list of priorities, sorted into Automate, Split, and Keep human, with what to ignore named clearly.
Call 2 (45 minutes): your dated 90 day roadmap, and you choose how to move forward.
All findings live on one private page for you.

Timeline
Findings are delivered within 5 business days after Call 1. Call 2 happens about one week after Call 1.

What this is not
The audit does not include building or setting up any system. At Call 2 you choose to do it yourself, do it in house, or work with Khubaib on it. Working together on implementation is a separate scope and a separate price.

Your part
Complete this form and the quick win before Call 1. Show up to both calls. Share accurate information about your business.

I have read and agree to the Compass Audit agreement above.

Case study permission (optional)

Sign here

Sign here