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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

D

MailChimp

E

Constant Contact

F

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

E

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

C

Zoom

D

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

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2

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4

5

6

7

8

9

10

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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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Size limit: 10 MB

Additional Notes

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