Elev8AI · Sales Discovery

Client Discovery & Fit Intake

  • Stage 14-question intake
  • Stage 2Deeper dive
  • Right sidebarAI recommendation, based on the client's answers
SheetINTAKE-01
Date—
RevB
ScaleNTS
Stage 1 · Quick qualify

Company & contact

Who you talked to and where they sit in the industry.

Stage 1 · Quick qualify

Where they stand with AI

Usage and timeline feed the live score; the clarity answer is captured in the client's own words.

AI usage todayHow, if at all, is anyone at the company using AI right now?
TimelineHow soon do they want to see something happen — and is money already moving?
Stage 2 · Full discovery

Systems & data

Automation lives or dies on where their data sits.

Software in useWhich software does the company actually run day to day? (check all that apply)
AI softwareWhich AI software or AI features does the company use today, if any? (check all that apply)
Data locationWhen you ask where job and financial data actually lives, what's the honest answer?
Stage 2 · Full discovery

Pain points

Ask the two open questions first, then use the checklist to catch anything they didn't mention. Concrete, repetitive process pain points toward automation; vague pain points toward an audit.

Pain pointsWhere do they say time or margin is being lost in the business? (check all that apply)
Stage 2 · Full discovery

Readiness

History, sponsorship, people, and money.

Prior AI attemptsHas the company tried an AI initiative before, and how did it go?
Internal sponsorWho inside the company is actually pushing for this to happen?
Workforce attitudeHow would the crews and office staff react to being handed new tools?
Budget signalWhat budget signal, if any, came up in the conversation?
DriversWhat's pushing them to look at AI right now? (check all that apply)
Stage 2 · Full discovery

Your read

What the form can't score — your judgment.