Intake Form Template

AI Transformation Audit — Intake Form

Client Name:
Company:
Your Role:
Email / Phone:

Current State

1. What are the top 3 business priorities for the next 12 months?
2. What AI or automation efforts are currently underway (pilots, tools, experiments)?
3. What is the biggest frustration or blocker with AI right now?
4. Have there been any failed or disappointing AI projects? What happened?

Team & Access

5. Who are the key stakeholders we should interview? (Please list names, roles, and availability)
6. Do we have access to key systems/data for review? (CRM, ERP, data warehouse, etc.)
7. Is there an executive sponsor for this initiative?

Scope & Logistics

8. What is your ideal timeline for completing the audit?
9. What does success look like for you at the end of this engagement?
10. Any specific departments or use case areas you want prioritized?

Additional Notes / Documents to Share:

• Org chart
• Current tech stack list
• Any existing AI strategy docs

Thank you. We will review and schedule the kickoff call within 48 hours.