About your business
What size is your team?
A rough headcount is fine.
Just meSolopreneur
2-10 people
11-50 people
51-200 people
200+ people
Industry
What kind of business are you in?
Banking / Finance
Professional Services
Retail / E-commerce
Healthcare / Wellness
Real Estate
Tech / SaaS
Hospitality / Events
Education / Coaching
Something else
Where you're stretched thin
Where is your team losing the most time?
Be honest -- pick everything that applies.
Pick at least 2
Social media & content
SEO & website traffic
Running paid ads
Brand & reputation monitoring
Day-to-day operations
QA / IT / tech upkeep
Event planning
Customer service follow-up
Data entry & admin
Bookkeeping & finances
Sales follow-up & outreach
Research & analysis
HR & hiring
Executive admin / scheduling
Time drain
Roughly how many hours per week does your team lose to repetitive, low-value work?
Tasks that someone has to do but no one wants to.
Under 5 hoursLean as it gets
5 - 15 hoursNoticeable
15 - 30 hoursSignificant
30+ hoursWe're drowning
Honestly not sure
Continuity
When a key team member is out sick or on vacation -- what happens?
Everything keeps running smoothly
Things slow down a bit
Major projects get delayed
The wheels come off
Reliability
What's currently inconsistent or unreliable in your business?
The stuff that "sometimes" gets done and sometimes doesn't.
Pick all that apply
Lead follow-up speed
Customer response time
Marketing & content output
Reporting & insights
Documentation & SOPs
Hiring & onboarding
Internal communication
Hitting project deadlines
Honestly, things run pretty tight
Capacity
Are you turning down opportunities because of bandwidth?
Work, leads, partnerships, growth -- anything you've had to say no to.
Yes -- regularly
Sometimes
Not yet, but I see it coming
No, we have plenty of capacity
Bottleneck
Where does work most often get stuck?
The bottleneck that everything seems to flow through.
On me / the owner -- I'm the bottleneck
Marketing -- getting things out the door
Operations -- execution & follow-through
Finance / admin -- paperwork & numbers
Sales -- leads stall in the pipeline
Multiple places - it's not just one thing
Priorities
What matters most to you right now?
Pick your top priorities - what would you celebrate 90 days from now?
Pick at least 2 (up to 3)
Grow revenue & get more leads
Free up my (or my team's) time
Scale without adding headcount
Be more visible / show up online
Get organized & in control
Reduce key-person dependency
Timeline
How quickly do you want change in place?
As soon as possibleThis month
Within 90 days
In the next 6 months
Just exploring
In your own words
Anything else you'd like us to know?
Type a quick note - or hit the mic and just talk. Whichever feels easier.
Optional · up to 2 minutes
Your assessment
An AI workforce could meaningfully transform your business.
Based on what you shared, here's where the biggest impact would land first.
The next step
On a free 30-minute strategy call, we'll walk you through what having an AI Team could do for your company. No pressure, no obligation.
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