AI Business Discovery & Automation Readiness Questionnaire

Step 1. Contact Information

Full Name

Email Address

Phone Number

Business Name (Optional)

Q1. Which best describes your current role or situation?

Select one option.

Entrepreneur/Founder Business Owner/CEO Solopreneur Consultant/Agency Partner I want to start a business Other

Q15. What best describes your current needs or position?

Select one option.

I'm part of a team (e.g., Marketing, Sales, Operations) Personal life / Personal Productivity Career / Professional Development Student / Academic Research

Q2. What is your business's estimated annual revenue?

Select one range that best applies to your business.

$0 - $200K $200K - $500K $500K - $1.5M $1.5M - $3M $3M - $5M $5M+

Q3. What are your primary business goals for 2026?

Select all that apply.

Acquiring more qualified leads/appointments. Automating and scaling client fulfillment and delivery. Improving sales conversion rates (closing deals faster). Building out reliable systems and internal SOPs. Increasing team productivity/efficiency.

Q4. Which best describes the biggest bottleneck holding your business back?

Select all that apply.

Leads are inconsistent or low quality. My team spends too much time on manual admin (scheduling, data entry). Sales follow-up is inconsistent, leading to lost opportunities. Lack of predictability on our marketing.

Other (Specify Below)

Q5. What would success look like after solving this core problem?

Select all desired outcomes.

A significant increase in monthly revenue/bookings. Saving 10+ hours of administrative time per week. Scale without hiring overhead (Achieving new client goals consistently). Have a fully streamlined, hands-off client acquisition process. Improved client satisfaction/retention due to better systems and improved client success.

Q6. What else have you tried to solve this challenge so far?

Select all that apply.

Hiring internal staff or VAs. Bought new CRM or marketing automation software. Worked with other consultants or agencies. Tried doing it myself (DIY automation). Nothing yet, we're just starting the search.

Q7. What's your readiness for growth?

Select all that apply.

Need a high volume of new work (a lot more). Really need more work to utilize current capacity. Looking for a few more projects/clients to stabilize. Over capacity / We're too busy to take on more work effectively. Unlimited / We will hire as needed if leads are consistent.

Q8. What is your current marketing budget as a percentage of your total monthly revenue?

Select the option(s) that best represent your current marketing budget.

Less than 5% of monthly revenue. 5% to 10% of monthly revenue. 10% to 15% of monthly revenue. 15% to 25% of monthly revenue. More than 25% of monthly revenue. I don't have a dedicated marketing budget yet.

Q9. How much would you be willing to invest to solve this core bottleneck?

This information helps us align project solutions with your expected investment capacity and scale.

Under $2,500 $2,500 - $5,000 $5,000 - $10,000 $10,000+ I don't know / Still exploring

Q10. How soon are you trying to solve this problem?

Select all timelines you are considering.

Immediately (ready to start now) Within 30 days 1–3 months 3+ months out

Q11. What specific area are you looking to use AI for first?

Select all areas of interest for your future venture.

Idea validation & market research Content creation & marketing Streamlining administrative tasks (scheduling, email) Building the initial product or service backend Generating leads/sales outreach Financial planning and resource allocation

Q12. How soon are you planning to monetize your new venture?

Select all relevant timelines.

Already generating some revenue (Side-project, early sales, etc.) Within the next 3 months Within 3-6 months Within 6-12 months Still in the early research phase (No clear timeline)

Q13. Which best describes your current total investment capacity for new tools/systems?

Select all relevant budget ranges.

Under $500 total (Focus on free/low-cost tools) $500 - $1,500 total $1,500 - $5,000 total $5,000+ total (Ready to invest heavily in launch) No budget set yet / Still researching

Magic Wand & Final Thoughts

If you had a magic wand, what problems would you solve in your business/life? What else should we know, and what questions do you have for us?

ORAGE AI AGENCY

Step 1. Contact Information

Q1. Which best describes your current role or situation?

Q15. What best describes your current needs or position?

Q2. What is your business's estimated annual revenue?

Q3. What are your primary business goals for 2026?

Q4. Which best describes the biggest bottleneck holding your business back?

Q5. What would success look like after solving this core problem?

Q6. What else have you tried to solve this challenge so far?

Q7. What's your readiness for growth?

Q8. What is your current marketing budget as a percentage of your total monthly revenue?

Q9. How much would you be willing to invest to solve this core bottleneck?

Q10. How soon are you trying to solve this problem?

Q11. What specific area are you looking to use AI for first?

Q12. How soon are you planning to monetize your new venture?

Q13. Which best describes your current total investment capacity for new tools/systems?

Magic Wand & Final Thoughts

SUCCESS!