Please complete this before our session so we can make the most of our 60 minutes together.
Takes about 10–15 minutes
5 sections
No wrong answers
0% complete
Hi! I'm so glad you booked your AI Business Audit. 👋
This questionnaire helps me come to our session fully prepared — so we spend our 60 minutes going deep on your business instead of covering basics. There are no wrong answers. Be as honest and specific as you can.
Please complete and return this at least 24 hours before your session. You can print and email it, or fill out the form below and use the copy button at the end to send your responses to the.seamless.va@gmail.com.
1
About Your Business
Help me understand your world before we meet
Q1. What does your business do, and who do you serve? *
Q2. How long have you been in business?
Q3. Are you solo or do you have a team?
Q4. Which best describes your current business stage?
Q5. What does a typical week look like? Walk me through where your time actually goes.
2
Pain Points & Time Drains
Where the friction lives in your business right now
Q6. What are your top 3 biggest pain points right now? *
Be specific — the more detail you give me, the more targeted our session can be.
Q7. If you could fix ONE thing about how your business runs, what would it be?
Q8. Which areas feel the most painful right now? Select all that apply.
3
Your Current Tools & Tech Stack
What you're using — and how you feel about it
Q9. List every tool or app you use to run your business.
Don't overthink it — list everything, even if you barely use it. Mark whether you're happy with each one.
Category
Tool(s) you use
Happy with it?
Q10. Have you tried using AI in your business?
4
Your 90-Day Goals
Where you want to be — and what matters most right now
Q11. What are your top 3 goals for the next 90 days? *
Think revenue, time, clients, systems — whatever matters most right now.
Q12. How many hours per week are you spending on tasks that feel like they shouldn't require YOU specifically?
Q13. Rate how much each of these matters to you in the next 90 days.
1 = not a priority right now • 10 = this is urgent
Getting more time back
Not a priorityExtremely urgent
Reducing stress and overwhelm
Not a priorityExtremely urgent
Growing revenue
Not a priorityExtremely urgent
Getting better systems in place
Not a priorityExtremely urgent
Learning to use AI effectively
Not a priorityExtremely urgent
5
Budget & Comfort with Tools
So I can recommend what's actually realistic for you
Q14. What is your approximate monthly budget for tools and software?
Q15. How do you feel about adopting new tools?
Q16. How comfortable are you with technology generally?
I need step-by-step helpI pick things up quickly
Q17. Is there anything you absolutely do NOT want to change or give up in how your business runs?
One last thing ✨
What would make this audit a 10/10 success for you? What would you need to walk away with to feel like this was completely worth it?
When you're done, click the button below to copy all your answers — then paste them into an email to the.seamless.va@gmail.com at least 24 hours before your session.
✅
Copied! Almost there.
Your answers are on your clipboard. Open an email to the.seamless.va@gmail.com, paste your answers in, and hit send.
I can't wait to dig into your business with you. See you soon!