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Contact

First name

Last name

Phone

Zip code

Age range

About you

What do you do for work?

Industry

Who do you work with or for?

Describe your customers if you run a business, or your team and role if you work for someone else.

Annual income or business revenue

How many people do you work with day to day?

Pain points and goals

What is the single biggest problem in your work you have not been able to solve?

What have you tried and why did it not work?

What 3 tasks eat the most hours every week that you wish you could hand off or automate?

90 day goal. What does success look like in specific terms?

Technical profile

What tools and platforms do you use daily?

CRM, sales or marketing platforms, team communication (Slack, email, text), task tracking (Asana, Notion, spreadsheets).

AI experience level

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