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Intake Questionnaire
(AI Readiness & Needs Assessment)
First name
*
Last name
*
Email
*
Phone
*
Company name
*
What is your role within your organization?
*
What are your main strategic objectives for the next 12 months?
*
Recruitment
Sales Growth
Client
Internal efficiency
Other
How many new agents typically join your organization each month?
*
What are the biggest challenges in onboarding and training agents?
*
What digital tools are currently used to support agents?
LMS
CRM
Proprietary systems
What are your main channels for client acquisition today?
*
Referrals
Events
Social Media
Advertising
On average, how long does it take for an agent to qualify a lead before recommending a product?
*
What are the key friction points in the client journey?
*
Do you currently use a crm or marketing automation tools?
If yes, which ones?
What client and agent data do you currently collect?
Is your data centralized or dispersed?
Which repetitive manual tasks would you most like to reduce?
*
Reporting
Compliance Checks
Performance Tracking
Other
How do you currently monitor individual and team performance?
What is your current stance on ai adoption?
*
What concerns do you have regarding ai integration?
*
Security
Compliance
Agent Adoption
Cost
Which ai use cases feel most urgent?
*
Lead Generation
Training
Client Support
Internal Operations
Compliance
If you could automate one single task tomorrow, what would it be?
*
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