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Full AI Business Operating Hub
🏗 Built Around Your Goals — Let’s Talk Strategy
We’ll use your answers to guide our discovery process and shape a multi-system AI infrastructure tailored to your business growth goals.
About You
Full Name
*
Best Email
*
Business or Organization name?
*
Your role/title?
*
Website or LinkedIn
Current Business Operations
What systems are you currently using?
*
What systems are you currently using?
Google Workspace
HubSpot / Any CRM
Central Storage of Data (Google Sheets, Airtable, Notion)
Automation (Zapier, Make, n8n)
Other
Untitled multiple choice field
A
*
How are you currently managing?
*
-Sales or client onboarding
-Operations (SOPs, tasks, workflows)
-Content or marketing efforts
What You're Looking to Build
Which core systems would you want to include?
*
Which core systems would you want to include?
CRM & Lead Management
SOP or Ops Task Flow
Sales Funnel / Nurture System
Client Portal or Dashboard
Internal Training System
Booking + Scheduling
Content Calendar or Vault
Other
Do you want your team to use this daily or async-only?
*
Do you want your team to use this daily or async-only?
A
Daily workspace
B
Mostly async
C
Mix of both
D
Not sure yet
Do you need branded documentation + training videos?
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Do you need branded documentation + training videos?
A
Yes
B
No
C
Maybe / Let's discuss
Strategic Goals
What are your biggest strategic goals over the next 6–12 months?
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What would make this system a win for you?
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Fit + Timeline
Who will use this system day to day?
*
What's your ideal timeline to start?
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What's your ideal timeline to start?
A
ASAP
B
Within 30 days
C
1-2 months
D
3+ months
E
Just exploring for now
Budget Range
Budget Range
A
$5,000 - $8,000
B
$8,000 - $15,000
C
$15,000+
D
TBD / Open to proposal
Anything else you want to share before our discovery call?
*
Thank you for your time! I look forward to our discovery call and will reach out for scheduling.
Submit
