Field
Input
Company Name
Industry
Size (# of employees)
Interviewee Name & Role
Website / Tech Stack (if any)
Any previous AI/tools used?
🔍 Phase 1: Discovery & Assessment
✅ Business Overview
What are your
core business functions
?
What are your
main goals or growth objectives
over the next 6–12 months?
Who are your
customers
, and how do they interact with your business?
🔄 Current Processes
Walk me through a typical
day-to-day process
for your team.
What tools/software do you use across departments (Sales, Marketing, Ops, HR, etc.)?
⛔ Pain Points & Inefficiencies
What are the most
time-consuming or repetitive tasks
in your business?
Where do you often
lose time, money, or resources
?
Are there any processes that
break often
or are
manually intensive
?
📊 Data Availability
What kind of
data
does your business collect (e.g., sales data, customer data, inventory, etc.)?
Where is this data stored (CRM, spreadsheets, paper, etc.)?
How confident are you in the
quality and organization
of your data?
🧠 Tech Comfort Level
How comfortable is your team with adopting new technology?