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Enterprise Transformation Intake

This intake captures your organization's priorities, challenges, and transformation goals — and helps us assess alignment for a high-impact partnership.

Your responses directly shape the Strategy Discovery Call and next steps toward building smarter, faster, scalable systems.

Thank you for taking a few minutes to help us tailor the experience to your growth objectives.

Company Name

*

Company Website

*

Full Name

*

Email Address

*

Phone Number

*

Company Size

*

Company Size

A

50-100

B

101 - 200

C

201 - 500

D

501 - 1,000

E

1,000+

Annual Revenue Range

*

Annual Revenue Range

A

Less than $5M

B

$5-$25M

C

$25-$100M

D

100M+

Primary Operational Focus Areas? (checkboxes - select all that apply)

*

Primary Operational Focus Areas? (checkboxes - select all that apply)

Operations Efficiency

Revenue Growth Acceleration

Customer Experience Enhancement

Data and Analytics Improvement

Team Productivity and Workflow Optimization

Other

Top 3 Operational Challenges You're Facing?

*

Biggest Risks or Concerns About Transformation?

*

Urgency to Implement Improvements?

*

Budget Allocation Stage for This Initiative?

*

Decision-Making Structure for This Initiative?

*

Decision Role?

*

Ideal Outcomes for the Next 6–12 Months?

*

Key Metrics of Success You’d Like to Impact?

*

Any Previous AI, Automation, or Workflow Optimization Efforts?

*

Enterprise Transformation Intake

Company Name

Company Website

Full Name

Email Address

Phone Number

Company Size

Annual Revenue Range

Primary Operational Focus Areas? (checkboxes - select all that apply)

Top 3 Operational Challenges You're Facing?

Biggest Risks or Concerns About Transformation?

Urgency to Implement Improvements?

Budget Allocation Stage for This Initiative?

Decision-Making Structure for This Initiative?

Decision Role?

Ideal Outcomes for the Next 6–12 Months?

Key Metrics of Success You’d Like to Impact?

Any Previous AI, Automation, or Workflow Optimization Efforts?

Anything Else You’d Like Us to Know Before the First Call?