Business AI Audit Intake Form

Business Information

Full Name *

Email Address *

Phone Number *

Business Name *

Industry *

Accounting
Property Management
Healthcare
Retail
Logistics
Manufacturing
Insurance
Other
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Website URL

Number of Employees

1 - 10
11 - 30
31 - 60
61 - 100
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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?

Spreadsheets
CRM
Manual
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Which departments would you like to improve? *

Sales
Marketing
Operations
Accounting
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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? *

Phone
Email
Website
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How do you follow up with leads? *

Manual emails
Automation
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Company Personality & Voice

Describe your brand voice *

Professional
Friendly
Bold
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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

ASAP
30 days
60 days
90 days
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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 *