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AI Operations Review — Intake Form
Thank you for scheduling your AI Operations Review. This intake form takes approximately 10 minutes to complete. Your answers allow us to deliver a precise, ops-specific assessment — not a generic checklist. All responses are confidential.
Section 1: Contact Information
Your Full Name
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Your email address
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Your phone number (optional)
Your LinkedIn profile URL (optional — helps us prepare for your review)
Section 2: Company Overview
Company name
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Industry
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Number of employees
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Annual revenue range
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How long have you been in this role?
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What does your company make, sell, or deliver?
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Are you the primary decision-maker for this initiative?
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Section 3: Current Operations
Describe your top 3 operational bottlenecks right now.
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What does your current tech stack look like?
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What is the biggest cost driver in your operation right now?
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Section 4: Data & Reporting
How do you currently collect and report operational data?
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Where do you feel your data is unreliable or incomplete?
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Section 5: AI & Automation
What AI or automation tools are you currently using, if any?
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What have you tried that hasn't worked?
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Have you ever worked with a consultant or systems integrator on AI or operations before?
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What would 'AI working well' look like in your operation?
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Section 6: Goals & Timeline
What is the #1 outcome you want from this review?
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Is there budget allocated for AI initiatives this year?
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How did you hear about Ops Intelligence Group?
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Is there anything else you'd like us to know before your review?
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