2.9 KiB
2.9 KiB
Client Intake Form
Client Info (required)
- Contact Name:
- Company Name:
- Company Website:
- Industry:
- Email:
- Phone:
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+)
Current Tech Stack (required)
- 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)
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:
Services They Deliver to Their Clients (if B2B)
Pain Points & Wishes (required)
Preferred Communication Channel
- 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