KEYSTONE AI SOLUTIONS — BUSINESS INTAKE

Let's scope your build.

This takes about five minutes. The more specific you are, the closer the first draft of your AI Business Operating System will be to something you'd actually use.

FOUR SECTIONS — BUSINESS, PAIN POINTS, CURRENT STACK, GETTING STARTED

The business

Business name

Your name

Phone (optional)

Industry / what you do

Team size

Pain points & growth

What's eating the most time or causing the most friction right now?

If you could hand off one task tomorrow and never think about it again, what would it be?

Where do you want this business in the next 12 months?

Current stack

How are you currently getting new clients or customers? (select all that apply)

Social media Paid ads Referrals / word of mouth Email marketing SEO / content Cold outreach Nothing consistent right now Other

What CRM or system do you use to track leads and clients today?

Are you using AI in the business today?

Not using AI yet A few tools, used casually (e.g. ChatGPT here and there) Using it regularly, but nothing is connected or organized We have a deliberate AI strategy already

If you're using any AI tools already, which ones? (optional)

Getting started

How soon do you want to move?

Investment comfort range (optional)

Anything else we should know before we design your first draft?

Nothing is sent anywhere — this builds a summary you copy and send yourself.

SUMMARY READY

Copy this and paste it into your next step.

This is formatted to hand straight to Claude (or anyone else on your team) to draft a demo and PRD from.

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