AI Consulting · Intake

The audit before Call 1.

This takes about 10 minutes. The more specific you are, the more value you'll get out of our first working session — we use it to find 1–3 AI opportunities before we ever get on a call.

About the business

Company name *Website *

Industry *Headcount *

Annual revenue range *In one sentence, what does your business actually do? *

About you

Your full name *Your title *

Best email for recordings & recap links *Phone

Hours per week spent IN the business vs ON the business

Time sinksThe 3 tasks that eat the most of your time each week *Of those, which one would you pay the most to make disappear? *Where do you currently feel the bottleneck in your business? *What gets dropped or delayed when you're swamped?

Process inventory

Name 1–2 repeatable processes that happen weekly or monthly. Leave blank if not applicable.

Sales processesOperations processesFinance processesMarketing processesIntelligence processes

Tool stackTop 10 software tools *AI tools you already pay for and how you use them

TeamList your teamIs anyone on your team using AI in their work today? Who and how?

OutcomesIf you reclaimed 10 hours per week, what would you do with that time? *What does winning look like 90 days from now? *

LogisticsHave you installed Slack? *Internal acronyms, codenames, or named processes I should knowAnything else I should know before our first call?

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The audit before Call 1.

Run the OS,
license the OS,
or use it yourself.

Refer & earn AI credits.

Watch us while we work.

Run the OS,license the OS,or use it yourself.

Refer & earn AI credits.

Watch us while we work.

Run the OS,
license the OS,
or use it yourself.