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ClearUse Guided AI Setup — Customer Intake

Thanks for completing this short intake before your ClearUse Guided AI Setup session.

It helps us understand which AI tools your business uses, what they may connect to, and where you want clearer operating rules.

You do not need to research anything before completing this form.

"Not sure" is a perfectly valid answer.

IMPORTANT:
Do not enter passwords, MFA codes, API keys, recovery codes, banking credentials, private keys, or other secrets.

SECTION 1 — BUSINESS BASICS

Business name

Primary contact

Role

Business email

Approximate team size

A
B
C
D
E

Industry / type of business

SECTION 2 — AI TOOLS

Which AI tools does your business currently use?

How are AI accounts generally being used?

A
B
C
D

SECTION 3 — CONNECTED BUSINESS SYSTEMS & DATA TYPES

Are any AI tools connected to, or used with, these business systems?

What types of information does your business handle?

This is only to prepare the session. ClearUse does not determine legal classifications or compliance requirements through this form.

SECTION 4 — AI ACTIONS

What does AI currently do, or what might you want it to do, in your business?

SECTION 5 — OWNERSHIP / ADMINISTRATION

Who currently manages your AI tools and connected business systems?

A
B
C
D
E
F
G
H

Who should participate in the Guided Setup session?

SECTION 6 — CRITICAL WORKFLOWS

If your main AI tool stopped working tomorrow, which business activity would create the biggest problem?

SECTION 7 — BIGGEST UNCERTAINTY

What are you most unsure about with your team's AI use right now?

SECTION 8 — SAFETY SCREEN

Is your business currently dealing with any of the following?

ClearUse Guided AI Setup is not an emergency incident-response service.

A serious active security, privacy, financial, or legal issue may require qualified IT, security, legal, privacy, financial, or other specialist support.

ClearUse does not diagnose the incident or determine your legal obligations.
IMPORTANT:

ClearUse Guided AI Setup is not an emergency incident-response service.

If your business is dealing with a serious active security, privacy, financial, or legal issue, you may need qualified IT, cybersecurity, legal, privacy, financial, or other specialist support.

Tony Intelligence does not diagnose incidents or determine legal obligations through this intake form.

FINAL NOTICE

During the Guided Setup session, you remain in control of your screen and accounts.

Tony Intelligence will never ask for:
• passwords
• MFA / authentication codes
• API keys
• recovery codes
• banking credentials
• private keys
• other authentication secrets

Please avoid displaying sensitive customer or employee records when a settings or administration page will provide the information we need.

ClearUse Guided AI Setup provides practical operational guidance.

It is not:
• legal advice
• compliance certification
• cybersecurity auditing
• penetration testing
• forensic investigation
• managed IT
• vendor security certification