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Readiness Check Intake
Section 1: Contact Info
1. Full Name
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2. Email
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3. Your Role/Title
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4. Phone Number
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5. LinkedIn Profile
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Section 2: Company Profile
6. Industry/Sector
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7. Company Stage
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8. Annual Revenue or ARR
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Section 3: Readiness Check Focus
9. Which area do you need to be assessed?
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Section 4: Current State
10. What's your primary business challenge right now?
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11. What decision will this readiness check inform?
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Section 5: Data Availability
12. Do you currently track performance metrics?
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13. Can you provide basic data for review?
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13. Can you provide basic data for review?
Financial statements or revenue data
Sales pipeline or CRM data
Customer metrics (retention, churn, etc.)
I'll need guidance on what to provide
Section 6: Timeline & Next Steps
14. When do you need the readiness assessment?
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15. Are you planning to proceed with a full engagement if the readiness check shows strong ROI potential?
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Section 7: Payment
16. How would like to proceed with payment?
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Section 8: Additional Info
17. How did you hear about J. Waters AI?
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18. Anything else we should know?
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Submit
