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Pre-Briefing Discovery

Discovery Questionnaire

The more we know about your operations going in, the more useful the briefing. None of this commits you to anything.

Takes about 10–15 minutes · All fields optional except contact info

Contact

Just the basics so we can follow up.

What brought you here? *

Full Name *

Work Email *

Phone

Company

Industry

Your Business

Help us understand what you do and how the company is shaped.

What does your business do?

How long have you been operating?

Team size

Multiple locations, brands, or entities?

Your role

Where the time goes

Top things that take up too much of your team's time

List each one separately and estimate the hours per month it consumes.

What falls through the cracks most often?

If you could wave a wand and make ONE recurring headache go away, what would it be?

Would automating any of these be helpful?

Check anything where having a tireless team member handle it would meaningfully help. Nothing here is committal — it just helps us know what to focus on.

Email & CommunicationsReads, drafts, routes, and replies across selected inboxes. Flags urgent items and follow-ups. Customer InquiriesHandle inbound messages — alert team members, reply automatically, draft proposals, or generate tasks. Document & Contract WorkGenerates agreements, proposals, SOWs. Redlines incoming contracts. Routes for signature. Mail & Fax ReadingVisual processing of physical mail, scanned documents, and faxes. Extracts data and files automatically. Polished Reports & DecksBranded PDFs, slide presentations, dashboards from live data. Board decks and client reports on demand. Social Media & Ad CampaignsAutomated content generation, video editing, multi-platform scheduling. CRM & Lead ManagementQualifies leads, follows up, updates records, keeps the pipeline clean. Operational ReportingDaily briefings, financial dashboards, exception monitoring — pulled from your real systems. Scheduling & CoordinationBooks appointments, sends reminders, handles rescheduling and multi-calendar logistics. Website Development & ManagementUpdate copy, prices, services, or launch new pages by asking — no agency, no ticket queue. Internal Company AppA single internal app that replaces the stack of paid subscriptions your team relies on every day.

Tools & Systems

Check what you currently use. This tells us what the agent will need to talk to.

Software & platforms

Gmail / Google Workspace Outlook / Microsoft 365 Google Drive Google Sheets Slack Microsoft Teams QuickBooks Xero NetSuite HubSpot Salesforce Zoho Stripe Square Calendly Notion Asana Monday.com Jira Linear Trello WordPress Shopify Gusto / ADP DocuSign Mailchimp WhatsApp Business Telegram Twilio Zapier / Make Custom internal tools Internal API / DB

Estimate how much you spend on software per month

$

Rough monthly software spend across the business — your best estimate is fine.

Final Thoughts

Anything else we should know.

Compliance requirements

In a dream world, where anything was possible, what would you have an AI agent be doing for you?

Anything else?

Step 1 of 6

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Got it. We'll be in touch.

Your responses are in. Expect an email from us within one business day with next steps.

Questions in the meantime? michael@agenticindustries.ai

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