Business Infrastructure Review Intake.

Use this intake to help Tailored AI Group understand how the business runs today and where the next era of systems, workflows, reporting, client information, follow-up, and AI usage should be sequenced.

Business basics 1. Company name 2. Website 3. Industry 4. Number of employees 5. Number of clients/customers served per year 6. Main services/products 7. Who owns growth, client experience, and operations?

Current systems 8. What CRM or customer database do you use? 9. What email/calendar tools do you use? 10. Where do leads or new opportunities come from? 11. Where does important client or customer information live? 12. Where are proposals, contracts, documents, or project records stored? 13. Do you use booking, ticketing, reporting, or project management software?

Operating flow 14. What parts of the business are working especially well today? 15. What follow-up, handoff, or reporting would you like to make more reliable? 16. What information does your team repeatedly have to re-ask, re-find, or manually assemble? 17. What work depends too much on one person's memory or manual effort? 18. What reports or visibility would leadership like to have every week?

AI use and boundaries 19. Are staff currently using ChatGPT, Claude, Gemini, Copilot, or other AI tools? 20. Is there a written AI policy or usage guideline? 21. What information should AI never touch? 22. What AI use would make you nervous? 23. What AI use would immediately save time, improve service, or help your team see what needs attention?

Business impact 24. What would better follow-up or visibility improve for the business? 25. What is one retained client or customer relationship worth? 26. What is one reactivated past client or opportunity worth? 27. What would improve if your team had a reliable weekly operating report?

Decision 28. Who needs to approve the next step? 29. Is there a board, partner, vendor, software, hiring, or operational deadline coming? 30. What would make this review a clear win?

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