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AIOS Audit: Intake
This form feeds your audit. Every section maps to a section of your final diagnostic PDF. Complete all sections. The more detail you provide, the sharper the diagnostic. ~25 minutes.
SECTION 1: Business Context
Who you are and what you run.
Business name and website.
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What does your business do in one sentence. Not your tagline. The clearest description you would give to someone at a dinner who asked what you do.
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How long has the business been operating.
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Monthly recurring revenue. Range is fine if you prefer not to share the exact number.
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How many people work in the business. Include yourself, contractors, and part-time.
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SECTION 2: Current Offer
What you sell and at what price.
What do you sell. List every offer. Include the price for each.
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Which offer generates the most revenue. Which generates the most profit.
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If you could only sell one offer, which would it be and why.
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SECTION 3: Current Tools
Every tool in your stack and what you use it for.
List every tool you use to run the business. Include CRM, email platform, payment processor, calendar, call recorder, project management, content tools, analytics, automation tools, AI tools, communication platforms, website or funnel builder, community platform. For each tool, write one sentence on what you use it for.
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Which three tools would break your business if they disappeared tomorrow.
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If you had to cut your tool stack in half, which tools stay and why.
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SECTION 4: Current Workflow
How work moves through your business.
Describe your core revenue workflow from lead to close. What happens step by step. Be specific about which tool is used at each step. Include the handoffs between tools.
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What happens after a lead says no or ghosts. Describe the follow-up sequence, if one exists.
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What happens after a client pays. Describe the fulfillment and onboarding process step by step.
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SECTION 5: Lead Flow
Where leads come from and what happens next.
Where do your leads come from. List every source with approximate percentage.
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When a lead enters your system, what happens in the first 24 hours. Is the process automated, semi-automated, or manual.
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How many leads do you receive per month approximately. How many convert to a call. How many convert to a client.
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SECTION 6: Sales Process
How you sell and what stops people from buying.
Walk me through your sales call or sales process. What do you cover. How long does it take. What determines whether someone buys.
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What are the top three objections you hear on sales calls. Write them in the exact language prospects use.
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Do you record your sales calls. If yes, what happens to the recording after the call.
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How do you decide which leads to follow up with and in what order. Is there a framework or is it judgment.
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SECTION 7: Follow-Up Process
What happens after a call. This section is the highest-signal input in the audit.
Describe your follow-up sequence after a sales call. Include timing, channel, and content.
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Do you have different follow-up sequences for different outcomes (yes, maybe, no, ghosted). If not, what is the default.
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How many leads from the last 90 days received fewer than two follow-ups. Be honest. Estimates are fine.
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How many past clients have you re-engaged in the last six months. If the answer is zero, that is useful data.
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SECTION 8: Fulfillment Process
What happens after a client says yes.
After a client pays, what happens. Describe the first 30 days of the client experience step by step.
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What parts of fulfillment are manual. What parts are automated.
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Do clients receive status updates, check-ins, or progress reports. If yes, are these generated manually or automatically.
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What is the most common client question or support request you receive. How do you handle it.
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SECTION 9: Content Process
What you publish and how you decide what to make next.
Where do you publish content. List every platform.
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How do you generate content ideas. Describe the process from idea to publish.
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Do you track content performance. If yes, does the performance data influence your next content decision. If no, why not.
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If you fed your last 90 days of content, comments, and DMs to an AI that knew your voice, would it surface angles you have not covered. Or do you feel like you are already getting full value from that data.
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SECTION 10: Data Assets
The intelligence your business already owns.
List every source of data your business produces. Include call transcripts, email replies, support tickets, abandoned carts, refund logs, customer feedback, content analytics, CRM records, payment history, lead source data.
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For each data source listed above: does anything read or analyze this data. Yes or no for each.
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If you had to name the single most valuable data asset your business owns but does not use, what would it be.
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SECTION 11: Known Bottlenecks
What you know is broken. This section directly shapes the audit findings.
Name the single biggest bottleneck in your business right now. One sentence.
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What have you already tried to fix it. List everything: tools you bought, consultants you hired, workflows you changed, courses you took. The longer this list, the better. It tells me what approaches have not worked and why.
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What do you think is causing the bottleneck. Your best guess, even if you are unsure.
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How much is this bottleneck costing you per month. Estimate if you do not have the exact number. Rough cost in lost revenue, wasted time, or missed opportunities.
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SECTION 12: Desired Outcome
What winning looks like.
If we are sitting here 90 days from now and this engagement was a clear win, what changed. Be specific. Revenue numbers, time recovered, decisions made, stress removed, team capacity freed.
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What would make the $497 audit fee feel like the best money you spent this year. Name the specific outcome.
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Are you open to a 30-minute follow-up call after the audit to discuss implementation options. This is optional. The audit stands alone either way.
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Are you open to a 30-minute follow-up call after the audit to discuss implementation options. This is optional. The audit stands alone either way.
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Yes, open to it
B
No, not now
C
Unsure
SECTION 13: Data Permissions
Read-only access during the audit window. Nothing is modified. Access revoked after delivery.
I need read-only access to some of your systems during the audit window (5-7 days). Check each system you can grant access to.
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I need read-only access to some of your systems during the audit window (5-7 days). Check each system you can grant access to.
Fathom or Zoom (call recordings and transcripts)
CRM (contact records, pipelines, tags)
Stripe (transaction history, no card data)
Calendar (scheduling data only)
Email platform (broadcast stats, sequences)
Content analytics (social media, website)
For each checked system above, provide access details. Example: "Fathom: will add you as a team member" or "GHL: will create a read-only sub-account."
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SECTION 14: Calendar
Schedule the discovery call.
Best calendar link for the 90-minute discovery call. If you do not have a scheduling link, list preferred days and times (include timezone).
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Submit intake. Schedule discovery call.