AI Concierge Intake Form

Before Call 1, answer the questions below so we can find the highest-leverage workflows fast.

Section 1 — Business Basics

Full namerequired

Business website

Industry

Your role in the business

In one sentence, what does your business actually do?required

Roughly what % of your week is spent working IN the business (doing the work) vs ON it (growing it)?

Section 2 — Time Sinks

What are the 3 tasks that eat the most of your time each week?required

Which single task would you pay the most to make disappear?

Where do you feel the biggest bottleneck right now?

When you're swamped, what gets dropped or delayed first?

Section 3 — Repeatable Processes

Sales

Operations

Finance

Marketing

Intelligence / research / reporting

Section 4 — Current Stack

What software/tools are you already using? (be specific)required

Any AI tools today? If so, which, and how?

Section 5 — Team

Who's on your team and what does each person own?

Section 6 — Outcomes

What outcomes do you want from this engagement? What does "worth it" look like in 90 days?required

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