1
Who are we working with?
The basics, so the brief has a name on it.
I run an operating business
I want the AI department installed in my own company.
I run an agency or partner practice
I want to deliver this to my clients, under my brand.
2
About the business
Rough answers are fine. This frames everything else.
Industry
Choose the closest
HVAC
Plumbing
Electrical
Roofing
Pest control
Lawn and landscape
Other trades / contracting
Real estate media / photography
Real estate / brokerage
Agency / consultancy
Professional services
Something else
Annual revenueoptional, a range is fine
Prefer not to say
Under $1M
$1M to $3M
$3M to $10M
$10M+
What does the business do, in a sentence?
Office team
Size Just me 2 to 5 6 to 15 16+
Field team
Size None 1 to 5 6 to 20 21+
How many clients would you want this in front of?
Select 1 to 5 6 to 20 More than 20
3
Where does it hurt?
Pick up to three. These are the patterns we see inside service businesses every week.
Leads go cold before we call back
Estimates and quotes take days
Scheduling and dispatch chaos
Invoices get chased, not paid
SOPs live in people's heads
The owner is the bottleneck
Marketing gets attention, not jobs
We don't really know our numbers
Hiring and onboarding is slow
The tech stack is duct tape
A new lead comes in. How fast do they hear back?
Honestly? Within minutes Within the hour Same day Next day or later Depends who's watching the inbox
Typical estimate turnaround?
Select Same day 2 to 3 days About a week Longer, or it varies wildly
4
The systems you run on
Tap everything you actually use. Knowing where the work lives is half of scoping the first project.
Team communication
Where your team actually talks.
Slack
Microsoft Teams
Mostly email
Group texts / WhatsApp
GoHighLevel inbox
Documents and knowledge
Where the SOPs, proposals, and pricing sheets live.
Google Workspace
Microsoft 365
Notion
Dropbox
Spreadsheets and heads
CRM and field service
Where leads, jobs, and customers are tracked.
GoHighLevel
ServiceTitan
Jobber
Housecall Pro
HubSpot
Salesforce
Spreadsheets or none
Projects and back office
Where work gets assigned, and where the money is counted.
ClickUp
Monday
Asana
Trello
QuickBooks
Xero
None, it's in our heads
5
The one workflow
This is the question that scopes your first project. If nothing comes to mind, tap one of the prompts, they usually shake something loose.
Not sure where to start? Tap a question
What shouldn't be on your plate?
What breaks when you're away?
Where do customers wait longest?
What gets retyped by hand?
What do they always ask you?
Finish the sentence
Your own words, typed or spoken. Where do the hours actually go?
Timeline
Select As soon as possible This quarter Exploring for later