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AI Concierge Intake Form
Takes about 10 minutes. This sets the foundation so we hit the ground running on call one. The more detail, the better.
The basics
Your name
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Email
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Business website
Industry
In one sentence, what does your business actually do?
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Your role in the business
Roughly how much of your time is spent IN the business vs. ON the business?
Time sinks
This is the most important section. Be honest about where the time goes.
What are three tasks that eat the most of your time each week?
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Which one task could you pay the most to make disappear?
What gets dropped or delayed when you're swamped?
Repeatable processes
List the repeatable processes you run across sales, operations, finance, marketing, and intelligence.
Tools & team
Which software tools are you already using?
Who's on your team, and what does each person own?
How are you and your team using AI day-to-day right now (if at all)?
Outcomes
What outcomes are you hoping to get from this engagement?
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Submit