Pre-Audit Intake Form — Richardson AI Solutions

The Basics

Tell us a little about you and your business.

Full Name *

Email Address *

Phone Number *

Business Name *

Website URL Optional

Industry *

How many people work in your business? *

Just me 2–5 6–15 16–50 50+

Your Business

Help us understand what you do and who you serve.

In one sentence, what does your business sell? *

Who is your typical customer? *

How do most customers find you? *

Referrals / Word of mouth Google search / SEO Social media (organic) Paid ads Cold outreach Events / Networking Other

Your Time as the Owner

Where does your time actually go each week?

What are the top 3 tasks that eat up most of YOUR time each week? *

The stuff that pulls you away from high-value work.

If you had a magic wand and could get 10 hours back per week, what would you eliminate first? *

Lead Generation & Marketing

Let's look at how you're filling the pipeline.

What's the biggest challenge you're facing with getting new leads right now? *

Sales

How do deals actually get closed in your business?

Do you have a sales team or is it just you? *

Just me — I handle all sales Me + 1–2 others Dedicated sales team (3+ people) We don't really do traditional sales — work comes in through other channels

What's the biggest issue you're facing with closing deals? *

Operations & Delivery

How does your business run once a customer says yes?

What's the most time-consuming part of delivering your product or service? *

Think about everything between "customer says yes" and "customer is happy."

Approximate average job or transaction value *

Business hours *

Approximately how many inbound calls or inquiries do you receive per week? *

Less than 10 10–25 26–50 51–100 100+

Is there a recurring problem you've tried to fix multiple times but it keeps coming back? Optional

Customer Support

How do you handle customers once they're in the door?

What causes the most headaches when it comes to supporting customers or managing client relationships? *

AI Experience & Goals

Let's set expectations and make sure this audit is worth your time.

Have you tried any AI tools yet? *

No, haven't tried anything yet Yes, but it didn't stick — not sure why Yes, we use a few tools regularly Yes, we're pretty AI-savvy and already using it in our workflow

If yes, which tools and what was your experience? Optional

If this audit goes well, what would success look like for you? *

Is there anything specific you want me to look at during the audit? Optional

You're almost done. Once you submit, we'll review your answers and reach out within 24 hours to confirm your audit date and time.

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