Comprehensive Business Overview

1. Company Snapshot

What is your company's name, mission, and vision? *

What stage is your business currently in? *

What industry do you operate in? *

2. Core Offerings

What products or services do you provide? *

What is the unique value proposition (UVP) of your business? *

3. Customer Profile

Who is your ideal customer (demographics, psychographics, pain points)? *

How do you currently attract, engage, and retain customers? *

4. Revenue Streams

What are your primary revenue streams? *

Are there additional revenue streams you'd like to explore? *

Current Operations & Challenges

5. Operational Processes

What are your main workflows? (e.g., production, delivery, marketing, customer service) *

Are these workflows manual, partially automated, or fully automated? *

6. Pain Points

What are the top 3 recurring challenges you face in your daily operations? *

Which tasks are repetitive and time-consuming? *

7. Team Structure

How many employees do you have, and what are their roles? *

Are there any key roles currently missing in your team? *

8. Technology Usage

What software or tools are you currently using to manage operations, customer interactions, and marketing? *

Are there any tools or technologies you've considered but haven't implemented yet? *

Data Management & Insights

9. Data Collection

How is this data currently stored? (e.g., spreadsheets, cloud storage, CRM) *

What types of data do you collect? (e.g., customer data, operational data, sales data) *

10. Data Utilization

Do you analyze your data to improve decision-making? (Yes/No) *

If yes, how are insights currently being used? *

11. Data Challenges

Do you face any challenges in collecting, organizing, or analyzing data? (Yes/No) *

If yes, what are the specific challenges? *

Customer Experience

12. Customer Journey

How do customers typically discover your business? *

What is your process for nurturing leads and converting them into customers? *

What post-sale support or engagement do you offer? *

13. Feedback & Improvement

How do you gather customer feedback?

What have your customers expressed about their experience?

14. Customer Retention

What strategies do you use to retain customers? *

Are you satisfied with your customer retention rate? (Yes/No) *

AI Opportunities

15. Current Use of AI

Are you using any AI tools or automation in your business? *

If yes, what tools are you using, and what results have you seen? *

16. Perceived AI Benefits:

In what areas do you think AI could help your business? *

Others *

17. AI Concerns:

What concerns or hesitations do you have about implementing AI solutions? *

Others *

Goals & Vision

18. Short-Term Goals

What are your top 3 business goals for the next 6-12 months? *

19. Long-Term Vision

Where do you see your business in the next 3-5 years? *

How do you envision AI supporting that vision? *

Readiness & Commitment

20. Budget

Have you allocated a budget for AI solutions? *

If yes, what is your range? *

21. Team Preparedness

Does your team have the technical knowledge to implement AI solutions? *

If no, are you willing to invest in training? *

22. Implementation Timeline

Are you ready to begin implementing AI solutions within the next 30-90 days? *

Custom Solutions

23. Tailored Solutions

Are there specific solutions you'd like us to prioritize? *

24. Support Needs

What kind of support would you expect from us during implementation? *

25. Success Metrics

How will you measure the success of AI solutions in your business? *