Business AI Audit Intake Form

Business Information

Full Name *

Email Address *

Phone Number *

Business Name *

Industry *

Website URL

Number of Employees

Annual Revenue Range

$

Goals & Priorities

What are your top 3 business priorities? *

Increase Revenue

Reduce Costs

Improve Efficiency

Describe your biggest bottleneck *

How do you track performance/KPIs?

Which departments would you like to improve? *

Current Systems & Tools

CRM / Customer Management System

Accounting / Billing Software

Communication Tools

Project Management Tools

Marketing Platforms

Other Tools

Workflow Insights

Reports manually generated often

3 most repetitive manual tasks *

Processes you wish were faster

How do you handle client inquiries/leads? *

How do you follow up with leads? *

Company Personality & Voice

Describe your brand voice *

Tone your AI should use with clients

Do you have existing FAQs or docs?

Yes

No

If Yes, Please Attach Here

Access & Permissions

Open to system access for audit? *

Yes

No

Would you like a custom AI Strategy Plan? *

Yes

No

Preferred start timeframe

Agreement & Submission

I acknowledge STA will use this info. By providing my phone number, I agree to receive text messages from the business.

Sign Here *

Clear

Date *