Getting started

Who am I working with?

Name

Company

Email

Phone number (optional)

How work happens now

How does work happen today?

Answer what you can. Every question from here on is optional.

What tools/software do you use day-to-day?

e.g. CRM, project management, accounting, email marketing, design tools

How much experience does the team have with AI tools?

What does a typical week look like for the people whose work you want to change — where does their time actually go?

The friction

What's the specific thing driving this?

A bottleneck, an error rate, a scaling wall, something else?

Where does work get stuck or duplicated right now?

Where do most processes live today?

The outcome

What is the primary outcome you want?

What does success look like in 6 months?

A number (hours saved, orders processed, error rate) or more qualitative?

Scope and timing

Rough budget range

Timeline / urgency

"Let's explore" or is something actually broken now?

Who needs to sign off?

People and data

How many people would this touch, and what's their comfort level with new software?

What kinds of data might this touch? (optional)

Customer PII Payment / financial data Employee records Vendor pricing Health information Legal / contract docs None of the above

Anyone internally who'd be the point person / champion if this moves forward?