AI Automation Discovery Questionnaire

📋 Business Information

Tell us about your business and how we can reach you.

Business Name *

Your Name *

Email Address *

Phone Number *

Website (if applicable)

Industry *

Please specify your industry

Team Size

⚙️ Current Business Operations

Help us understand how your business currently operates.

What are your most time-consuming manual processes? *

What are your biggest operational pain points? *

What tools/software do you currently use?

Which areas consume the most time in your business? (Check all that apply)

Lead Generation & Qualification

Customer Follow-Up & Nurturing

Scheduling & Appointments

Customer Service & Support

Data Entry & Management

Reporting & Analytics

Marketing & Social Media

Invoicing & Payments

🏡 Real Estate Specific

AI Opportunities for Real Estate

AI Lead Qualification: Automatically qualify leads based on buying timeline, budget, and preferences
Automated Property Matching: AI matches clients with perfect properties based on their criteria
Virtual Showing Scheduling: AI schedules showings and sends reminders
Drip Campaign Automation: Keep leads warm with personalized market updates
Post-Close Follow-Up: Automated anniversary messages and referral requests

How many leads do you receive monthly?

What's your current lead-to-client conversion rate?

Do you currently use a CRM?

What would save you the most time in your real estate business?

🔧 HVAC & Home Services Specific

AI Opportunities for HVAC & Home Services

Service Reminder Automation: AI tracks install dates and automatically schedules maintenance
Smart Client Database: Track equipment, warranties, and service history automatically
Seasonal Campaign Automation: Pre-winter furnace checks, spring A/C tune-ups
Online Booking 24/7: Clients book service appointments anytime
Automated Follow-Up: Post-service surveys and review requests

How many past clients do you have?

How do you currently track when clients need service?

What percentage of clients rebook for annual maintenance?

What would help you generate more recurring service revenue?

🛒 Retail & E-commerce Specific

AI Opportunities for Retail & E-commerce

Personalized Product Recommendations: AI suggests products based on browsing and purchase history
Abandoned Cart Recovery: Automated emails to recover lost sales
Inventory Forecasting: AI predicts demand and optimizes stock levels
AI Chatbot: Answer product questions and provide support 24/7
Dynamic Pricing: Optimize prices based on demand, competition, and inventory
Customer Segmentation: AI creates targeted marketing campaigns

What e-commerce platform do you use?

What's your monthly order volume?

What's your cart abandonment rate?

What would help you increase sales and reduce costs?

🏥 Healthcare & Medical Specific

AI Opportunities for Healthcare

Appointment Scheduling: AI books, reschedules, and sends reminders automatically
Patient Follow-Up: Automated post-visit check-ins and medication reminders
Insurance Verification: AI verifies coverage and pre-authorizations
Medical Transcription: AI converts doctor notes to structured records
Recall Management: Automated reminders for annual check-ups and preventive care
Patient Triage: AI chatbot helps patients understand symptoms and book urgent care

How many patients do you see monthly?

What's your no-show rate?

What EHR system do you use?

What administrative tasks take the most time?

⚖️ Legal Services Specific

AI Opportunities for Legal Services

Client Intake Automation: AI collects case details and schedules consultations
Document Assembly: Auto-generate contracts, wills, and legal documents
Case Status Updates: Automated client updates on case progress
Legal Research: AI finds relevant case law and precedents
Billing Automation: Track time and generate invoices automatically
Client Communication: AI handles routine inquiries and appointment scheduling

What's your primary practice area?

How many active cases do you handle?

What practice management software do you use?

What would save you the most time?

🍽️ Restaurant & Food Service Specific

AI Opportunities for Restaurants

Reservation Management: AI books tables, manages waitlist, sends confirmations
Order Taking: AI phone assistant takes delivery/takeout orders
Inventory Management: Track ingredients, predict demand, auto-order supplies
Customer Loyalty: Automated rewards program and personalized offers
Review Management: AI requests reviews and alerts you to feedback
Staff Scheduling: Optimize schedules based on predicted busy times

What type of restaurant?

Seating capacity?

Do you offer delivery/takeout?

What operational challenges do you face?

💼 Professional Services Specific

AI Opportunities for Professional Services

Lead Qualification: AI qualifies prospects and books discovery calls
Proposal Generation: Auto-create customized proposals based on client needs
Client Onboarding: Automated document collection and setup workflows
Project Management: AI tracks milestones and sends status updates
Time Tracking: Automatically track billable hours and generate invoices
Knowledge Management: AI-powered internal wiki for team resources

What type of professional service?

How many active clients do you serve?

Average project/retainer value?

What would help you scale your business?

🚗 Automotive & Dealership Specific

AI Opportunities for Automotive

Lead Response Automation: AI responds to inquiries within seconds
Test Drive Scheduling: Automated booking and confirmations
Service Reminders: AI tracks mileage and schedules maintenance
Trade-In Valuation: AI provides instant trade-in quotes
Virtual Sales Assistant: AI answers vehicle questions 24/7
Financing Pre-Qualification: AI collects info and pre-qualifies buyers

Dealership type?

Monthly lead volume?

Lead-to-sale conversion rate?

What would help you sell more vehicles?

🏗️ Construction & Contracting Specific

AI Opportunities for Construction

Automated Estimating: AI analyzes project specs and generates accurate cost estimates
Project Management: Track milestones, materials, and subcontractor coordination
Client Communication: Automated progress updates with photos and timelines
Permit Tracking: AI monitors permit status and alerts you to deadlines
Material Ordering: Predict material needs and automate ordering
Invoice & Payment Automation: Progress billing and payment reminders
Safety Compliance: Automated safety checklists and incident reporting

What types of projects do you specialize in?

How many active projects do you typically manage?

What project management tools do you use?

What are your biggest project management challenges?

What would save you the most time in your business?

💪 Fitness & Wellness Specific

AI Opportunities for Fitness & Wellness

Class Scheduling & Booking: AI manages class capacity, waitlists, and reminders
Membership Management: Automated renewals, payment reminders, and retention campaigns
Personalized Workout Plans: AI creates customized programs based on goals and progress
Client Check-Ins: Automated progress tracking and motivation messages
Lead Nurturing: Follow up with trial members to convert to full memberships
Nutrition Guidance: AI-powered meal planning and macro tracking
PT Session Booking: Automated scheduling for personal training sessions
Community Engagement: Automated challenges, leaderboards, and social features

What type of fitness business do you operate?

How many active members do you have?

What's your member retention rate?

What management software do you use?

What would help you grow and retain more members?

🎓 Education & Training Specific

AI Opportunities for Education & Training

Student Enrollment Automation: AI handles inquiries, applications, and onboarding
Course Recommendations: Personalized learning paths based on goals and progress
Automated Grading: AI grades assignments and provides instant feedback
Student Communication: Automated reminders, progress reports, and engagement
Tutoring Chatbot: 24/7 AI tutor answers student questions
Class Scheduling: Optimize schedules and manage room assignments
Parent Communication: Automated updates on student progress and attendance
Content Creation: AI assists in creating quizzes, study guides, and materials

What type of educational organization?

How many students do you serve?

What Learning Management System (LMS) do you use?

What are your biggest administrative challenges?

What would improve student outcomes and reduce workload?

🏭 Manufacturing Specific

AI Opportunities for Manufacturing

Inventory Optimization: AI predicts demand and optimizes stock levels
Predictive Maintenance: AI predicts equipment failures before they happen
Quality Control: Computer vision detects defects automatically
Production Scheduling: Optimize production runs for efficiency
Supply Chain Management: Track materials, vendors, and delivery timelines
Order Processing: Automated order entry and fulfillment tracking
Demand Forecasting: Predict order volume and adjust production
Workflow Automation: Connect ERP, inventory, and production systems

What do you manufacture?

What's your monthly production volume?

What ERP or manufacturing software do you use?

What's your current defect/reject rate?

What are your biggest operational challenges?

What would improve efficiency and reduce costs?

💭 Additional Information

Anything else you'd like us to know?

📧 What Happens Next?

After you submit this questionnaire:

We'll review your responses within 24 hours
We'll create a customized AI automation strategy for your business
We'll schedule a consultation to discuss opportunities and ROI
You'll receive a detailed proposal outlining solutions and pricing