Business Details

Please fill in the intake form below. Answer each question concisely yet completely. For each category, if any software tools or services are used as part of the business process, make sure to provide the name of the tool/service used and mention what it is used for.

You can skip a question if it does not apply to your business or if you don’t wish to answer.

The form may take around an hour to complete, as it is important that we obtain detailed information about your business to make our report as tailored and useful as possible.

It is recommended that you fill out your answers in a separate document on your computer, then copy your completed answers into this form to submit. This will prevent data loss from unexpected site issues.

0 - User Validation

Please enter your email address. It should match the email entered during payment checkout. *

1 - Company Profile

What is the name of the business? *

Where is the business based?

How many individuals work under the company, across what different roles? What are the responsibilities of each role? Include any owners/partners that contribute work.

How frequently does the business employ contractors, and for what tasks?

2 - Business Model

What specifically does the business do? What is the primary deliverable(s)? *

How is your product / service created and delivered to the customer? Outline each step.

3 - Technical Structure

What technical / IT capacity exists? What is their current workload like?

4 - Customer Engagement and Support

During the delivery of your service: What are your primary means for communicating with customers?

During delivery of your service: What is the nature of your interactions with customers? What things are discussed? How are these conversations initiated? (by you or by the customer?)

What is the process for providing customer support post-purchase? What does this support look like? What communication channels are used?

5 - Sales

Describe the process of making a sale, from lead generation to closing.

6 - Marketing & Customer Acquisition

How do you attract new customers? What marketing channels are used?

What do advertisements look like?

7 - Financial Management

What is your process for budgeting and financial planning?

How do you manage invoices, payments, and receivables?

What financial KPIs do you monitor regularly?

8 - Human Resources Management

How do you recruit, hire, and onboard new employees?

9 - Supply chain & inventory management

How do you manage your supply chain and inventory levels, if applicable?

10 - Regulatory & Compliance

Are there legal / compliance challenges that your business needs to navigate frequently? If so, how do you manage this and ensure compliance?

11 - Internal Communication & Information Sharing

How do contributors (employees, contractors, managers) collaborate and communicate with each other? What channels are used?

What is the general nature of communication? What information is primarily shared?

12 - Data Management

What (internal and customer) data must be maintained, and for what purpose?

Apart from the normal corporate confidentiality, describe any special security constraints for any of this data.

13 - Other IT

Are there any other software or IT systems supporting your business that were NOT mentioned above? If so, list the name of each system and briefly mention what purpose it serves.

14 - Other

Are there any specific pain points within the business; specific tasks that are excessively time consuming or repetitive; or specific things that you hope to get achieve with AI?

Anything else you would like to mention?