intake – Which AI

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Your Strategic Audit & Architecture Interview

To architect a roadmap that is fit-for-purpose, we need to understand the unique operational DNA of your business. This interview takes approximately 10 minutes and provides the data required for your bespoke 12-month blueprint.

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What is your Business Name?

What is your Primary Industry?

What is your current total team size?

What is your specific role in the business?

Business Owner/Founder
General Manager
Operations Lead

Do you have a formal written business plan?

Yes, we have a clear plan
No, we are operating day-to-day
We have goals but no documented strategy

What are your top 3 business goals for the next 12 months?

e.g., Increase revenue by 20%, reduce overhead, prepare for sale/exit

What is the single biggest roadblock currently preventing you from reaching those goals

List the three most repetitive manual tasks that consume the most team hours each week

What specific business task do you frequently find yourself doing after-hours or on weekends?.

Including lost leads, where is manual friction costing you most? (e.g., slow invoicing, delayed quotes, high staff turnover, or errors in data entry) .

Which platforms do you use for Accounting (e.g., Xero), CRM (e.g., HubSpot), and Communication (e.g., Outlook/Slack)?

How critical is it that your business data remains entirely private and never leaves your internal environment?

How would you describe your team's current attitude toward adopting AI automation?

Excited/Ready to Innovate
Nervous/Hesitant
Neutral/Unsure

If this roadmap successfully reclaims 5–10 hours of your week, what is the single most important thing you will do with that time?