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AI Concierge · Intake

Hit the ground
running on Call 1.

About 10 minutes. The more specific you are, the more value you’ll get from our time together. Long answers have a mic — tap, speak, stop.

About you

What’s your first and last name?*

Your title*

What is your email?*

Phone

Company

Company name*

Website*

Industry

Headcount*

Solo Operater / Founder / Entrepreneur2-1011-5050-100101-250251-500500+

Annual revenue range

<$1M$1-5M$5-10M$10-25M$25-50M$50-100M>$100M

In one sentence, what does your business do?*

Time & bottlenecks

How many hours/week do you spend working IN the business vs ON the business?*

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

Of all those tasks, which one would you pay the most to make disappear?*

Where do you currently feel like the bottleneck is in your business?*

What gets dropped or delayed when you’re swamped?*

Repeating processes

Name 1–3 repeating processes that happen weekly or monthly.

Sales processes*

Operations processes*

Finance processes*

Marketing processes*

People processes*

Intelligence processes*

Market research, competitive, employee training, R&D, etc.

Tools & team

Top software tools used*

MS Office, Google Suite, Salesforce, HubSpot, Bolt, QuickBooks, etc.

AI tools*

Name any existing AI tools you are paying for and how you are using them.

Team*

List your team members and their roles. In a large org, list direct reports.

Outcomes

If you reclaimed 10 hours per week, what could you do with that time?*

What does success look like 90 days from now?*

Have you installed Voxer?*

YesNoWill install before Call 1

Internal acronyms, codenames, or named processes I should know.*

Anything else I should know before our first call?

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