A. Fit and direction
What would make this project successful in the next 90 days? *
What is the biggest bottleneck, missed opportunity, or repeated frustration today? *
Is there a deadline, event date, launch date, or seasonal window we must work around? *
B. Business snapshot
Briefly describe what you sell, who you serve, and the geographic areas you cover. *
How do prospects currently discover you and become customers? *
Approximate monthly lead volume and number of people who handle inquiries or sales.
C. Sales and operations
Walk us through what happens from a new inquiry to a completed sale or service. Where do leads slow down or get lost? *
What questions do prospects ask repeatedly? What information must be collected before you can quote or act? *
How quickly do you respond today, and what response time would you like to achieve?
Which tasks are manual, repetitive, delayed, or dependent on one person?
D. Marketing and growth
Who is your ideal customer, and what action should they take after seeing your marketing?
E. Event presence
Provide quantity, sizes, event date, delivery location, artwork status, and target budget.
Should the event setup also capture or follow up with leads using QR/NFC, a landing page, AI qualification, or CRM integration?
F. AI and automation
Which languages are required? Should the experience support text, audio, images, or a combination?
What must the system never say or do? Are there privacy, compliance, approval, escalation, or human-handoff requirements?
G. Decision and next step
Who will participate in the decision, and who will approve the investment? *
What documents, links, examples, brand files, reports, or access can you share to help us prepare an accurate recommendation?
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