Pre-Discovery Questionnaire

Thank you for booking a discovery call.

This short questionnaire helps me understand your business process before our call so we can use the meeting time more effectively.

Please answer as clearly as you can. You do not need to provide passwords, API keys, private credentials, or confidential customer data at this stage.

Estimated time to complete: 5–10 minutes.

Your Details

Please provide your contact details so I can match this response to your scheduled discovery call.

Full Name * Email Address * Please use the same email address you used to book the discovery call, if possible.

Business Context

Tell me briefly about your business and where I can review it before the call.

Business / Company Name * Website or Business Link Briefly describe what your business does. *

Current Process

Describe the workflow, task, or process you want to improve or automate.

What process do you want to automate? * How are you currently doing this process manually? * What part is most time-consuming, repetitive, or error-prone? * What should happen at the end of the automated process? *

Tools and Volume

List the tools involved and how often this process happens.

What tools or apps are currently involved? * About how often does this process happen? *

Where is the important information currently stored?

AI and Review Preferences

This helps identify whether AI should be involved and where human review is needed.

Do you expect AI to be involved? *

Should the automation send messages automatically or create drafts for review first? *

Are there topics, decisions, or situations that should be escalated to a person?

Success and Timeline

Share what success looks like and when you ideally want the automation in place.

What result would make this automation successful for you? * What is your ideal timeline?

Confirmation

Before submitting, please confirm the following.

Safety Confirmation *

Email Copy

Thank you.

Your pre-discovery questionnaire has been submitted.

I will review your responses before our discovery call so we can use the meeting time more effectively.

If you selected the option to receive a copy, a copy of your responses will be sent to your email once the email automation is connected.