Valtara Intake Assessment

First Name

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Last Name

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Email

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Phone Number

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What kind of business do you run, and who do you help?

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What tools or software do you use daily (like for email, CRM, content)?

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What’s one task you or your team repeat manually each week?

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Do you have any systems that automatically send emails or onboard clients?

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How do new leads or clients usually find you?

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On average, about how much does your business generate in revenue each month?

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What part of your workflow feels most frustrating or time-consuming?

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How many people are on your team, and what are their roles?

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Are you currently using AI in your business? If yes, how?

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What would change if some of those manual parts ran on autopilot?

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What kind of data do you regularly collect and store (e.g., customer interactions, sales data, support tickets)?

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Have you explored automation tools or predictive analytics in any part of your business?

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What business goals are you aiming to achieve in the next 6–12 months, and where do you think AI could support them?

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