AI Champion — Brief

Name and Telegram *

Company *

What does the company do?

How many people in the company?

Your role

Founder / CEO C-level (CTO, COO, CPO) Head / Director Other

Do you make the AI-adoption decision?

Yes, my call Need partner buy-in Need board buy-in

Accounting and finance

Documents and knowledge

CRM / customer base

Task management

Team communication

Where are roles, job descriptions, org structure documented?

Are there documented processes / SOPs?

Yes, most are documented Partially No, all in heads

Are calls / meetings recorded?

Yes, systematically Sometimes No

Where is employee data stored?

Do you personally use AI at work?

Every day Several times a week Occasionally No

Which AI tools do you use?

Does the team use AI?

Systematically, processes in place Chaotically, everyone on their own A few enthusiasts Not used

Is there an "AI champion" on the team driving adoption?

Yes Just me No

Have there been attempts to embed AI into company processes?

Yes, successfully Yes, didn't take off No

Are there already automated processes? (any kind, not only AI)

Yes, many A few No, everything manual

What's already automated? (check everything that applies)

Even simple things count — email blasts, autoresponders, templates

What tools do you use for automation?

Which processes consume the most of your personal time? *

Which processes consume the most of your team's time?

Are there processes that depend on a specific person?

If they go on vacation or leave — the process stalls

Yes, many of them A few No

Where do you see AI potential?

How does the team feel about new tools?

Open, like to experiment Neutral Cautious Resistant

Are there developers / technical people on the team?

Yes, a whole team 1–3 people No, all non-technical

Team geography

One location Remote, one country Remote, multiple countries

What does "success" mean for you in 3 months?

What outcome do you want from AI transformation?

Reduce manual work Speed up processes Scale without hiring Improve decision quality Reduce people-dependency Competitive advantage

When do you want to start?

ASAP Within a month In 2–3 months Just exploring

Budget for AI transformation

Roughly how much do you spend on SaaS tools per month?

Any compliance requirements?

How did you hear about us?

Anything else important to know?

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