Business Discovery Questionnaire

The more we know, the better your custom AI app fits. Answer what you can — skip the rest.You request. We build.

100% Confidential. Everything you share stays strictly between you and your developer. We never share, sell, or expose your information — protecting you from any competitive moves.

1. Contact

How can we reach you?

Your full name*

Email*

Phone number

Preferred contact method

Best time to reach you

2. Your Business

Basics about your company.

Business name

Industry

Website / social links

Specific locations / service areas

Team size

Years in business

3. Software & Systems You Use

List every tool, login, or platform your business depends on.

All software / apps you currently use

CRM or customer database

Databases or spreadsheets you rely on

Payment processors / invoicing

Communication tools

Scheduling / calendar tools

4. Daily Workflow

Walk us through what your day actually looks like.

Describe your typical daily/weekly workflow

Tasks that are repetitive and eat up time

Where things get stuck or slow down

Biggest pain points right now

Where your data lives today

Reports or dashboards you wish you had

5. AI Goals & Integrations

What should the AI actually DO for your business?

What you want AI to handle

Must-have features

Nice-to-have features

Systems the new app MUST talk to

How customers currently interact with you

6. Data, Compliance & Security

So we handle sensitive info correctly.

Types of sensitive data involved

Compliance requirements

7. Project Details

Helps us scope the build.

Budget range

When do you want this live?

Who needs to approve this on your end?

How will you know it's a win?

8. Anything Else

Anything we haven't asked but you want us to know.

Additional notes (fully confidential)

By submitting, you agree your information is shared only with your developer.