Free discovery · step 1 of 2 · ~10 minutes

Tell us about your company

This is the document a great consultant reads before the first meeting. Fill in what you can — estimates are fine, "not sure" is fine. Every answer makes your free first-read sharper. Nothing here is shared; it exists only to ground your analysis.

Disclosure form — 11 sections

0 of 11 sections completed · saved automatically on this device

1 · Company basics Who you are
2 · Accounts & finance The numbers that decide where AI pays
3 · Current software stack Every tool, its cost, who uses it
4 · Data & systems Where the truth lives
5 · Operations & workflows How work actually runs
6 · Customers & revenue How money is made
7 · People & skills Who'd make this work
8 · Current AI usage What you've already tried
9 · Pain points, ranked The 3–5 you'd want AI to fix
10 · Compliance & context What we must respect
11 · Goals & timeline What success looks like
Your consultant Pick a starting style — you can switch any time

Why we ask: these answers let a consultant interview you like a real consultant — grounded in your specifics, not generic advice. Your data is used only for your discovery and analysis. Required fields are marked *; everything else can be left blank or marked "not sure".