Help Us Prepare for Your AI Assessment

Fill this in before our call and we'll hit the ground running. Instead of spending 15 minutes on background, we'll jump straight into finding where AI can save you the most time.

Takes about 5-10 minutes. All fields with * are required.

About You & Your Business

Your Full Name *

Your Role / Title *

Business Name *

Website

Industry *

Team Size *

What does your business do? *

In your own words — who are your customers and what do you provide them?

Your Current Workflows

What software and tools does your business use? *

List everything you can think of — email, CRM, accounting, project management, spreadsheets, etc.

What tasks take up the most of YOUR time each week? *

Focus on the repetitive stuff that feels like it should be faster.

What tasks take up the most of your TEAM'S time each week?

Skip this if it's just you.

Roughly how many hours per week are spent on repetitive/manual tasks? *

Walk us through a typical day in your business

Morning to evening — what happens, what do you and your team do? This helps us spot automation opportunities you might not see.

Pain Points & Frustrations

What are your top 3 biggest operational frustrations? *

The things that make you think “there has to be a better way.”

Are there any bottlenecks that slow your team down?

Places where work piles up, things get missed, or one person becomes the blocker.

Have you ever lost customers or revenue because of slow processes?

If you could wave a magic wand and automate one thing tomorrow, what would it be? *

Your AI Experience

Have you or your team used any AI tools before? *

If you've tried AI tools, what did you use and how did it go?

How does your team feel about adopting new technology?

Goals & Expectations

What would you do with an extra 10+ hours per week? *

This helps us understand what matters most to you.

What does success look like for this project? *

How will you know it worked?

When would you like to get started?

Have you set aside a budget for this?

Optional — helps us recommend the right package. Our packages range from $1,500 to $5,000.

Technical & Security

Who manages your IT and tech currently?

Do you have any concerns about data security or privacy?

e.g. sensitive client data, compliance requirements, data stored in specific regions, etc.

Are there any systems or tools we absolutely cannot change or replace?

Final Bits

How did you hear about AITechGuy?

Anything else you'd like us to know before our call?

Your answers are sent securely to Rowan and are kept confidential.