Select at least one service in Step 3 to display the applicable approved service questions.
Service module
AI Business Audit Current System Maturity * Select an option Very basic Some tools but no clear system Working system with gaps Strong system needing improvement Advanced system needing optimization Best description of current systems.
Service module
Shared AI Readiness Team Questions Frequency Select an option Rarely Monthly Weekly Daily Many times per day No team How often staff ask the same questions.
Knowledge Base Size Select an option None A few documents 10-50 documents 51-200 documents 201+ documents Mostly in people's heads Amount of internal knowledge that could be organized.
Service module
Website Readiness Do You Currently Have a Website? * Select an option Yes No In progress Not sure Current website status.
Website Platform * Select an option WordPress Shopify Wix Squarespace Webflow Custom build Marketplace page only Not sure Other Current platform if known.
Other Website Goal Describe another website goal.
Other Website Issue Describe another website issue.
Mobile Performance Select an option Poor Acceptable Good Excellent Not tested Not applicable How the website works on mobile.
Website Content Status Select an option Not started Rough notes Existing copy needs improvement Mostly ready Final approved Not applicable Readiness of website content.
Lead Capture Exists * Select an option Yes No Partly Not sure Not applicable Whether the website captures inquiries or leads.
Form Destination * Select an option Email inbox Spreadsheet CRM Booking tool WhatsApp Not sure Other Where website form submissions go today.
Analytics Tracking Exists Select an option Yes No Not sure Not applicable Whether website performance is tracked.
Service module
Shared Ownership and Maintenance Maintenance Owner Select an option Internal owner Freelancer or agency Hosting provider only No clear owner Not applicable Who updates and maintains the website.
Maintenance Frequency Select an option Weekly Monthly Quarterly As needed Not sure How often systems should be reviewed or updated.
Service module
AI Systems and Custom GPTs Other AI Usage Other AI tools or methods.
Other AI Goal Describe another AI goal.
Repeated Staff Questions Common questions the team repeatedly asks.
Documents Available Select an option No documents Some documents Organized folder Many documents needing cleanup Mostly in people's heads Source documents available for a future knowledge system.
Human Review Required * Select an option Always For sensitive topics Only for external messages Not sure Whether outputs need human approval.
Data Sensitivity Level * Select an option Public or low sensitivity Internal business information Client information Regulated or confidential information Not sure Type of information involved. Do not share secrets.
Service module
Business Automation Workflow to Automate * Workflow or task being considered for automation.
Decision Conditions Rules, branches, or conditions in the workflow.
Current Tools in Workflow Tools involved in the specific workflow.
Monthly Workflow Volume Select an option 0-10 11-50 51-200 201-1000 1001+ Unknown How often this workflow runs.
Approval Points Where human approval is required.
Automation Failure Risk Select an option Low Medium High Critical Not sure Seriousness of a workflow error.
Service module
Dashboards and Client Portals Metrics to Track * Numbers, statuses, or activities needing visibility.
Data Sources Where dashboard or portal data currently lives.
Client Visibility Needed * Select an option Yes No Maybe later Not sure Whether clients need status, files, reports, or approvals.
Approval Workflow Needed Select an option Yes No Maybe later Not sure Whether approvals are part of the dashboard or portal need.
Other Portal Features Describe additional portal capabilities.
Service module
Shared Reporting Cadence Reporting Frequency Select an option Daily Weekly Monthly Quarterly On demand Not sure How often updates or reports should be reviewed.
Service module
Managed Business Systems Current System Owner * Select an option Founder Operations manager Marketing team External freelancer Multiple people No clear owner Not sure Who currently owns the business systems.
Other Monitoring Need Describe another monitoring requirement.
Team Training Needed Select an option Yes No Maybe Not sure Whether the team needs training.
Service module
Business Email and Workspace Setup Email Domain Status * Select an option Yes No In progress Not sure Whether the business uses a professional email domain.
Workspace Platform Select an option Google Workspace Microsoft 365 Zoho Personal Gmail or Outlook Hosting email Not sure Other Workspace platform used today.
Mailbox Count Select an option 1 2-5 6-15 16-50 51+ Unknown Estimated number of business mailboxes needed.
Shared Drive Structure Select an option Not organized Basic folders Organized but inconsistent Clear shared structure Not applicable How organized business files are today.
Service module
CRM and Lead Management CRM Platform Select an option None HubSpot Zoho CRM Salesforce Pipedrive Airtable Notion Spreadsheet Custom system Not sure Other CRM or lead tracker used today.
Pipeline Stages Defined Select an option Yes No Partly Not sure Whether lead stages are clearly defined.
Follow-Up Reminders Exist Select an option Yes No Partly Not sure Whether the team gets follow-up reminders.
Lead Ownership Rules Select an option Yes No Partly Not sure Not applicable Whether each lead has a clear owner.