100 lines
2.9 KiB
Markdown
100 lines
2.9 KiB
Markdown
# Client Intake Form
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<!-- Fill this out from a call, form submission, or meeting transcript -->
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<!-- Fields marked (required) must be filled. Others are helpful but optional. -->
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## Client Info (required)
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- **Contact Name:**
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- **Company Name:**
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- **Company Website:**
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- **Industry:**
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- **Email:**
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- **Phone:**
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## Business Overview (required)
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- **What does the company do?** (1-3 sentences)
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- **Who are their customers?** (B2B/B2C, industry, size)
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- **How many people on their team?**
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- **Current revenue range:** (startup / <$500K / $500K-$2M / $2M-$10M / $10M+)
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## Current Tech Stack (required)
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<!-- List every platform they currently use. This determines MCP servers needed. -->
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- **CRM:** (e.g., GoHighLevel, HubSpot, Salesforce, Close, Pipedrive)
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- **Email/Calendar:** (e.g., Google Workspace, Outlook, iCloud)
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- **Project Management:** (e.g., Notion, Asana, ClickUp, Monday)
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- **Advertising:** (e.g., Google Ads, Meta Ads, LinkedIn Ads, TikTok Ads)
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- **Analytics:** (e.g., GA4, Looker Studio, Mixpanel)
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- **Social Media:** (e.g., LinkedIn, Facebook, Instagram, Twitter/X)
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- **Accounting/Finance:** (e.g., QuickBooks, Xero, FreshBooks)
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- **Communication:** (e.g., Slack, Discord, Telegram, Teams)
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- **Design:** (e.g., Canva, Figma, Adobe)
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- **Other tools:**
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## Team Members Who Need AI Agents (required)
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<!-- For each person who'd get an AI agent, list: -->
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### Agent 1
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- **Person's Name:**
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- **Their Role:**
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- **What they spend most of their time on:**
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- **What they wish they could automate:**
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- **Tools they use daily:**
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### Agent 2
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- **Person's Name:**
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- **Their Role:**
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- **What they spend most of their time on:**
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- **What they wish they could automate:**
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- **Tools they use daily:**
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### Agent 3 (if applicable)
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- **Person's Name:**
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- **Their Role:**
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- **What they spend most of their time on:**
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- **What they wish they could automate:**
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- **Tools they use daily:**
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<!-- Add more agents as needed -->
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## Services They Deliver to Their Clients (if B2B)
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<!-- What does the client deliver to THEIR customers? This shapes the Factory. -->
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-
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## Pain Points & Wishes (required)
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<!-- Top 3-5 things they want solved -->
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1.
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2.
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3.
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4.
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5.
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## Preferred Communication Channel
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<!-- How do they want to talk to their agents? -->
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- [ ] Discord
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- [ ] Telegram
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- [ ] Slack
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- [ ] iMessage
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- [ ] SMS
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- [ ] Web dashboard
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- [ ] Other:
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## Infrastructure
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- **Do they have hosting?** (Mac Mini / VPS / Cloud / No preference)
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- **Technical sophistication:** (Non-technical / Somewhat technical / Very technical)
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## Budget Signals
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- **Have they mentioned a budget?**
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- **What tier feels right?** (Starter $2,499 / Standard $7,499 / White Glove $20,000+ / Custom)
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- **Are they ready to start or still exploring?**
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## Meeting Transcript / Notes
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<!-- Paste raw transcript or call notes here if available -->
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```
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```
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## Buba's Analysis
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<!-- I'll fill this in after processing the intake -->
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