A short survey to help us understand your workflows, challenges, and where AI could add real value. Let's start with some basic info..
Rate how much you agree with each statement
Systems are checked manually rather than alerting relevant team members proactively
"I check it a few times a day", "I'll keep an eye on it"
Some steps depend on someone remembering to do them
"Just reminding you to...", "Did we ever follow up on that?"
Problems are sometimes noticed late rather than early
"I only found out because...", "This should've been flagged earlier"
Some processes are delayed or paused while awaiting someone's input
"I'm still waiting to hear back from X", "We'll wait until they're back"
Information is sometimes manually copied, re-entered, or moved between systems
"I forgot to enter it into this system", "Let me copy this over"
Context is lost when work moves between tools
"That's not what I meant", "We're talking about different things"
Updates are shared manually rather than triggered automatically
"I'll let them know", "I'll send that through"
Past decisions aren't well documented or easily referenced, leading to repeated discussions
"Didn't we decide this already?", "We've had this conversation before"
The business (or key people within it) don't post regularly enough on relevant social media channels
"I know we should post more", "We just don't get around to it"
The business doesn't post blogs or other long-form content regularly
"We used to do it", "It keeps falling off the list"
Creating content is possible, but keeping up with it feels arduous
"It takes too long", "It's hard to stay consistent"
Valuable content ideas exist but aren't captured or reused
"That would make a good post", "We should write about that"
Sales and outreach depends heavily on individual effort rather than systems
"I need to follow this person up", "I or my team manually need to curate a list of leads"
Client communication requires significant manual effort
"I'll update them", "I need to let the client know"
Our clients/customers should probably hear from us more often
"We should check in with them", "I keep meaning to reach out"
Clients rely on us for updates rather than systems providing them proactively
"They're waiting to hear from us", "We should keep them in the loop"
Important updates are sent manually when things change
"I'll send an email once this changes", "We'll let them know when it's ready"
We check external sources, market data, or third-party indicators to stay informed, but it's manual or inconsistent
"I check when I remember", "Someone should be keeping an eye on this"
Valuable insights are buried in noise or take too long to surface
"There's too much to sift through", "I wish I knew about this sooner"
Business decisions or processes could be triggered by external data, but currently require manual monitoring or intervention
"If we'd known earlier, we could've acted faster", "We wait until someone notices"
These questions are optional but help us understand your needs better
e.g. receive a summary, trigger a task, notify someone, draft a response, initiate a workflow
Tell us about the tools and technologies you currently use
Anything else you'd like us to know?
