SECTION 1: BUSINESS SNAPSOT

First Name *

Last Name

Email *

Phone *

1. What type of business do you run, and who do you serve? *

2. What/where is your main online presence? *

3. What is the main service or product that you offer? *

SECTION 2: FRUSTRATIONS + OPPORTUNITIES

4. What parts of your business feel like a “grind” or take the most manual time each week? *

If you selected "Other" - Please elaborate: (copy) (copy) *

5. What are your top 1–2 goals for the next 60 days? *

If you selected "Other" - Please elaborate:

6. If AI Automation could take something off of your plate this month, what would you choose? *

7. Where do leads or potential customers currently tend to "fall through the cracks" in your sales or follow-up process? *

8. Do you have an existing database or mailing list of old, uncontacted, unresponsive or "dead leads"? *

If yes, approximately how many contacts? *

9. Briefly describe your current typical lead-to-sale conversion process: (e.g., Lead opts in > Salesperson calls 3 times > If no, answer lead is marked dead) *

SECTION 3: CONTENT NEEDS & WORKFLOW

11. What specific types of content do you want AI to help you create consistently? *

10. Please assess your current status regarding the following areas of your business:

Consistent, strategic content (Social Media, Email): *

Automated workflows and systems (Funnels, CRM): *

Offers, products, or services (Clarity/Development): *

Time and task management: *

11. What specific types of content do you want AI to help you create consistently? *

If you selected "Other" - Please elaborate:

SECTION 4: TECHNOLOGY & AI INTEGRATION

12. Are you interested in exploring specialized AI services, such as: *

SECTION 5: NEXT STEPS

Upon receipt of this form, we will use your answers to customize a strategic AI Action Plan to demonstrate potential AI solutions relevant to your needs.

By clicking “Submit,” you agree to receive emails, calls and/or text messages (including automated, pre-recorded, or AI-generated voice calls) from Why AI Consulting and its representatives at the contact information you provided. These communications may include marketing, promotional, or informational messages about our services, offers, and/or events. Message and data rates may apply. Consent is not a condition of purchase. You may opt out at any time by replying “STOP” to text messages or by emailing [email protected] with “Opt Out” in the subject line. By submitting, you confirm that you are at least 18 years old and agree to our Terms of Service and Privacy Policy.