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LiveFree.ai
Client Intake & AI Audit
1.
About You
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Business Name
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Business Website
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Describe Your Business
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Target Audience
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Current Offers
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3. Tools You Use
CRM System-
Which CRM system do you use?
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CRM System-Which CRM system do you use?
A
Salesforce
B
HubSpot
C
Zoho
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MailChimp
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Constant Contact
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Other
Project Management Tools-
Which project management tools do you use?
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Project Management Tools-Which project management tools do you use?
A
Asana
B
Trello
C
Monday.com
D
Notion
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Other
Communication Tools-
Which project management tools do you use?
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Communication Tools-Which project management tools do you use?
A
Slack
B
Microsoft Teams
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Zoom
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Other
4. Time Drains & Manual Tasks
Biggest Time Drains
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Manual Processes
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5. AI Comfort & Goals
Comfort Level with AI
Comfort Level with AI
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AI Goals
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6. Uploads / Final Notes
File Upload-Upload any relevant documents or files.
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Click to choose a file or drag here
Size limit: 10 MB
Additional Notes
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Submit
