# Client Intake Form
<!-- Fill this out from a call, form submission, or meeting transcript -->
<!-- Fields marked (required) must be filled. Others are helpful but optional. -->

## Client Info (required)
- **Contact Name:** 
- **Company Name:** 
- **Company Website:** 
- **Industry:** 
- **Email:** 
- **Phone:** 

## Business Overview (required)
- **What does the company do?** (1-3 sentences)

- **Who are their customers?** (B2B/B2C, industry, size)

- **How many people on their team?** 

- **Current revenue range:** (startup / <$500K / $500K-$2M / $2M-$10M / $10M+)

## Current Tech Stack (required)
<!-- List every platform they currently use. This determines MCP servers needed. -->
- **CRM:** (e.g., GoHighLevel, HubSpot, Salesforce, Close, Pipedrive)
- **Email/Calendar:** (e.g., Google Workspace, Outlook, iCloud)
- **Project Management:** (e.g., Notion, Asana, ClickUp, Monday)
- **Advertising:** (e.g., Google Ads, Meta Ads, LinkedIn Ads, TikTok Ads)
- **Analytics:** (e.g., GA4, Looker Studio, Mixpanel)
- **Social Media:** (e.g., LinkedIn, Facebook, Instagram, Twitter/X)
- **Accounting/Finance:** (e.g., QuickBooks, Xero, FreshBooks)
- **Communication:** (e.g., Slack, Discord, Telegram, Teams)
- **Design:** (e.g., Canva, Figma, Adobe)
- **Other tools:** 

## Team Members Who Need AI Agents (required)
<!-- For each person who'd get an AI agent, list: -->

### Agent 1
- **Person's Name:** 
- **Their Role:** 
- **What they spend most of their time on:** 
- **What they wish they could automate:** 
- **Tools they use daily:** 

### Agent 2
- **Person's Name:** 
- **Their Role:** 
- **What they spend most of their time on:** 
- **What they wish they could automate:** 
- **Tools they use daily:** 

### Agent 3 (if applicable)
- **Person's Name:** 
- **Their Role:** 
- **What they spend most of their time on:** 
- **What they wish they could automate:** 
- **Tools they use daily:** 

<!-- Add more agents as needed -->

## Services They Deliver to Their Clients (if B2B)
<!-- What does the client deliver to THEIR customers? This shapes the Factory. -->
- 

## Pain Points & Wishes (required)
<!-- Top 3-5 things they want solved -->
1. 
2. 
3. 
4. 
5. 

## Preferred Communication Channel
<!-- How do they want to talk to their agents? -->
- [ ] Discord
- [ ] Telegram
- [ ] Slack
- [ ] iMessage
- [ ] SMS
- [ ] Web dashboard
- [ ] Other: 

## Infrastructure
- **Do they have hosting?** (Mac Mini / VPS / Cloud / No preference)
- **Technical sophistication:** (Non-technical / Somewhat technical / Very technical)

## Budget Signals
- **Have they mentioned a budget?** 
- **What tier feels right?** (Starter $2,499 / Standard $7,499 / White Glove $20,000+ / Custom)
- **Are they ready to start or still exploring?** 

## Meeting Transcript / Notes
<!-- Paste raw transcript or call notes here if available -->
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## Buba's Analysis
<!-- I'll fill this in after processing the intake -->
