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^1. Business Profile

Tell us about your business so we can contextualize your automation opportunities.

First Name *

Last Name *

Email *

Phone *

Business / Company Name *

Website (URL)

(optional)

Industry / Niche *

Team Size *

Solo — just me

2–5 people

6–20 people

21+ people

Annual Revenue Range *

(ballpark is fine)

Briefly describe what your business does and who it serves. *

2–4 sentences is ideal. This helps us understand your context before the call.

What's the single most painful, repetitive task in your business? *

How many hours per week does this problem cost you or your team? *

Is this task currently documented (SOP, written process, checklist)? *

Yes, Fully documented

Partially, some notes exist

No, it's all in my head

What tools or software are you currently using for this workflow? *

e.g., Gmail, HubSpot, Notion, Airtable, Slack, QuickBooks, etc.

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^3. AI Readiness

Help us understand your current relationship with AI so we can meet you where you are.

How would you describe your current use of AI tools? *

Never used AI tools

Use AI occasionally for specific business tasks

Use ChatGPT / AI personally but not for business

Use AI regularly across multiple workflows

Have you attempted to build or use any automation tools in the past? *

No, this would be our first

Have some basic automations running

Tried but it didn't stick

Have a few more advanced workflows set up

Who in your organization would be the primary user of the AI agent? *

Just me (the owner)

Both me and the team

My team — they'd run it day-to-day

An operations or admin lead

What would success look like for you 30 days after the agent is deployed? *

Be specific — time saved, tasks eliminated, outcomes improved, etc.

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^4. Scope Fit Check

SDW Labs specializes in single-workflow agents. These questions help us confirm we're the right fit — and flag if your needs require a different solution.

Our Sweet Spot: Focused, single-workflow agents that do one thing reliably and don't require complex integrations or access to sensitive regulated data. If your needs go beyond this, we'll tell you honestly — and point you toward someone who can help.

How many separate systems or platforms would the agent need to connect to? *

Just one system

4 or more systems

2–3 systems

I'm not sure yet

Does your industry have specific data compliance requirements? *

No specific requirements

SOC 2 / PCI (financial/tech)

HIPAA (healthcare)

Other / unsure

How would you describe the scope of the automation you're looking for? *

One specific task automated well — e.g., "Generate and send a proposal when a deal hits a certain stage"

A full business system transformation — e.g., "Automate everything from lead to invoice"

A small set of related tasks — e.g., "Onboarding, follow-up, and check-in sequence"

I'm not sure — that's why I'm here

Is there anything that might make this harder to implement? Any known technical or organizational blockers? (optional)

e.g., "Our CRM is locked down by IT," "We're on a legacy system," "Team is resistant to change."

Is there a workflow not listed above that you'd like to automate? (optional)

What's your timeline for getting started? *

ASAP — ready to move

Within the next 30 days

Just exploring for now

What investment range feels comfortable for your first AI agent project? *

Under $500 (Pilot tier)

$1,000–$3,000 (Growth tier)

$500–$1,000 (Starter tier)

$3,000+ (Studio tier)

Anything else you'd like us to know before the call? (optional)

How did you hear about SDW Labs?

You're Almost Done

Submit your audit and we'll review your answers within 1 business day. You'll receive a brief summary of our initial read — and a link to book your discovery call if we're a fit.

AI Readiness Audit

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^1. Business Profile

Tell us about your business so we can contextualize your automation opportunities.

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^2. Current Workflows & Pain Points

We're looking for the workflows that eat the most time and have the clearest pattern — those are the best candidates for automation.

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^3. AI Readiness

Help us understand your current relationship with AI so we can meet you where you are.

^{SECTION FOUR}

^4. Scope Fit Check

SDW Labs specializes in single-workflow agents. These questions help us confirm we're the right fit — and flag if your needs require a different solution.

Our Sweet Spot: Focused, single-workflow agents that do one thing reliably and don't require complex integrations or access to sensitive regulated data. If your needs go beyond this, we'll tell you honestly — and point you toward someone who can help.

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^5. Agent Interest

You're Almost Done

Submit your audit and we'll review your answers within 1 business day. You'll receive a brief summary of our initial read — and a link to book your discovery call if we're a fit.

Prefer to talk first? Book a discovery call directly and we'll walk through these questions together.

Book a 30-Minute Discovery Call Instead →