Name
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First Name
Last Name
Email
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how clear are you on your goals? (pick one)
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Crystal clear: one outcome (e.g., reply 2–3× faster)
Directional: a few ideas, not prioritized yet
Tactical: a specific task (summaries, FAQs, scheduling, reporting)
Fuzzy: we want “something with AI,” not sure where to start
Not sure yet
where time is leaking (pick up to 3)
Repetitive customer Q&A or email replies
Copy-paste between tools / manual data entry
Missed follow-ups / CRM hygiene / pipeline tracking
Scheduling, intake, billing, or routine admin
Drafting docs, proposals, or posts from scratch
Reporting or status roll-ups
Accuracy checks / approvals / compliance reviews
Other
Not sure yet
what is the shape of your systems & data? (pick one)
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Centralized: one source of truth with standard fields
Semi-centralized: a main system plus side docs
Siloed: info lives everywhere, hard to pull together
Still getting organized (duplicates, unclear owners)
Not sure yet / we’ll confirm on the call
will this data involve health, financial, or customer IDs?
Yes
No
Not Sure yet
what is your change-readiness right now? (pick one)
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We have an internal owner and 1–2 hours/week for setup + reviews
Decision-maker available; we’ll need done-for-you implementation
We need a tiny pilot first to prove value
Let’s start with free/low-cost tools
Exploring only until after this date
Not sure yet / exploring
what are your immediate success targets? (pick 1–2)
Save ≥5 hours/week per person on a named task
Reply to customers 2–3× faster with consistent answers
No leads slipping for >48 hours
First-draft content in minutes, not hours
Weekly roll-up with zero manual work
Other
We’ll set this together on the call
Consent
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