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AI Stack Audit Intake

Tell us about your business

This intake helps us build your custom AI Stack Blueprint. The more detail you give, the better the report will be.

There are no wrong answers here. Real examples from your day-to-day work are especially helpful.

Section A - Business Context

What kind of business do you run, who do you work with, and how long have you been operating?

How many people are on your team?

Just me

2-5

6-10

11-25

25+

What stage is your business at right now?

Early stage

Growing

Established

Scaling

Mature / complex

What are your main goals for the next 6-12 months?

What are you trying to improve, grow, or fix?

Section B - Bottlenecks & Workflow

What are the 3-5 biggest bottlenecks in your business right now?

What slows the business down the most?

What part of that workflow is most manual or repetitive for your team?

Where do handoffs, delays, or misunderstandings usually happen?

How often does this workflow happen?

Daily

Several times a week

Weekly

Monthly

Less often

Section C - Current Tools

What tools or software are you already using for this workflow?

Be specific.

Which tools feel frustrating, underused, or unnecessary?

Are there any tools you definitely want to keep using?

Section D - Time / Value

Which tasks would you most like to spend less time on?

Roughly what is one hour of time worth to your business?

If you’re unsure, estimate loaded labor cost.

Examples: legal, medical, financial, sensitive client data, internal-only information

Section E - Future Goals

What do you want the business to look like in 12 months?

Where would you like the team to be more efficient or more consistent?

Section F - Final Context

Are there any privacy, security, or compliance requirements we should know about?