Client Requirements Form
Confidentiality Notice
Thank you for taking the time to complete this form.
The purpose of this questionnaire is to help us better understand your organization, your challenges, and your vision for an AI or automation solution. The information you provide will be used solely for project discovery, requirements gathering, and solution design.
All information shared through this form will be treated as confidential and will not be disclosed to third parties without your permission, except where required by law. You are not required to share any information that you consider sensitive or proprietary at this stage.
Our goal is to understand your needs so that we can recommend or develop a solution that delivers meaningful value to your organization.
1. Briefly describe your organization and what it does.
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Tell us about your organization, its mission, and the type of work it performs.
2. What products or services do you provide?
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Briefly describe the services, products, or solutions your organization offers.
3. What problem(s) are you hoping AI or automation will help solve?
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Describe the challenges, inefficiencies, delays, or frustrations you would like to address.
4. Describe the solution you would like us to build for you.
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Explain what you want the solution to do, who will use it, how you expect users to interact with it, and the outcomes you hope it will achieve.
5. What would success look like for this project?
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Describe the results or improvements that would make this project valuable to your organization.
6. Walk us through the current process you would like improved.
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Imagine you are explaining the process to a new employee. Describe each step from beginning to end.
7. Which tasks currently take the most time?
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Describe the activities that consume the most time during a typical day or week and explain why they are time-consuming.
8. Which tasks are repetitive and performed frequently?
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List tasks that are performed repeatedly by you or your team, even if they seem simple or routine.
9. If you had an employee who worked 24 hours a day, never forgot anything, and could instantly access all your business information, what would you ask them to do?
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Think about the responsibilities, decisions, research, communication, or administrative work you would delegate to this person.
10. What information, documents, or data would the system need access to?
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Describe the documents, databases, emails, spreadsheets, records, or other information sources the solution would need to work effectively.
11. What tools, software, or systems do you currently use?
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Please list the tools you currently use and briefly explain what each one helps you accomplish.
12. What challenges or limitations do you experience with your current tools?
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Describe any frustrations, inefficiencies, missing features, duplicate work, or manual processes that still exist.
13. What do you expect the new AI or automation solution to do that your current tools cannot do?
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Explain what capabilities, improvements, or outcomes you hope the new solution will provide.
14. Why would you choose to use this new solution instead of continuing with your current tools?
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Describe the benefits, improvements, or value that would make switching worthwhile for your organization.
15. Is there anything else you would like us to know about your organization, workflow, or vision for this solution?
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Feel free to share any additional information, ideas, requirements, or expectations that may help us better understand your needs.
Upload any attachments that you think could support our understanding of your needs
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