What does your business primarily do?

Pick the closest fit — we'll get into specifics shortly.

How big is your current team?

What's eating the most hours in your business right now?

Select everything that feels true.

If something consistently keeps you up at night about your business, what category does it fall into?

How much of your week is spent on work only you can do?

1 = almost all repetitive tasks · 10 = nearly everything requires my expertise

Where do most of your customers currently come from?

What happens to leads or prospects who don't buy immediately?

How do you currently track customers, leads, or projects?

How often does work get redone or corrected because of miscommunication?

If your top employee or yourself were unavailable for two weeks, what would break first?

How would you describe the average skill level of your team with technology?

Where in the sales process do you lose the most potential customers?

How predictable is your monthly revenue?

1 = completely unpredictable · 10 = we know exactly what's coming in

Does your business produce recurring revenue (subscriptions, retainers, repeat orders)?

How consistently does your business produce marketing content?

Posts, emails, videos, ads — anything public-facing.

What's the single biggest reason you don't produce more content?

How has your business used AI so far?

Check all that apply.

What's your honest hesitation about adopting AI into your business?

If AI could handle one thing in your business starting tomorrow, what would have the biggest immediate impact?

What does success look like for your business 12 months from now?

What's something you've tried to fix in your business more than twice but it still isn't solved?

This is the real bottleneck. Nothing is too simple or too messy to say here.