AI Operator Audit intake

Describe the mess directly.

This intake exists so diagnosis starts from reality instead of polished storytelling. Short blunt answers beat beautiful answers.

If you already bought the audit, fill this out now and submit it directly. If you prefer, you can still generate a formatted copy for your records. If you're still deciding, this page lets you preview exactly what the audit asks for.

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Complete the intake

1) Business snapshot

Best email for this audit

Business name

Website

What you sell

Current monthly revenue range

Team size

Main operator / decision-maker

2) The mess you want fixed What feels messy right now? Where are you losing the most time each week? What keeps breaking or falling through the cracks? If this got fixed in the next 30 days, what would improve first?

3) Current stack List the major tools involved right now. For each tool, include: tool name, what it is supposed to do, who owns it, and whether it is actually being used well.

4) Lead flow / client flow Walk through the real path from lead to delivery in sequence. Include: how a lead comes in, where it is recorded, what happens next, when it becomes a client, who owns the sales-to-delivery handoff, what gets created manually after the sale, and where mistakes usually happen.

5) Reporting / visibility How do you currently track what is working? Where does reporting live? What gets assembled manually? What numbers matter most weekly? What do you wish you could see instantly but currently cannot?

6) Automation / AI already in play What automations and AI tools are already in use? Which ones are useful, which create cleanup/confusion, and what automation are you tempted to build next?

7) Constraints Any tools you refuse to replace? Any compliance/security/client constraints? Team limitations? Budget sensitivity over the next 30 days?

8) Desired outcome Best-case outcome from this audit Worst mistake you want to avoid What would make this audit feel like a win?

9) Optional evidence Useful links or references: screenshots, SOP docs, Loom/video links, sample dashboards, handoff docs, or anything else that shows the current reality.

What to do next

Fill the form in plain language. Ugly truth beats polished theory.
Click Submit intake to hand everything off directly.
You can also click Generate intake if you want a formatted copy for your own records.
If a screenshot or Loom matters, paste the link into the evidence section.
Turnaround starts after the intake is complete.