Free Consultation - DENAgenticAI

Part 1: Business Snapshot

Company Name

Your Name

Email Address

Phone Number

Your Role/Title

Number of Employees

Industry

1. Please describe your company's core products or services.

2. What is your company's biggest business challenge or operational bottleneck right now?

3. Roughly how many customers, orders, or service requests do you handle per week?
0-5051-200201-500500+

Part 2: Digital & Data Footprint

4. Which areas do you currently use digital tools/software for? (Check all that apply)
Marketing (social media, ads, email, website)Sales (CRM, spreadsheets, quoting)Customer service (phone, email, chat, ticketing)Operations (scheduling, inventory, project tracking)Finance & HR (payroll, invoicing, recruitment)Reporting & dashboards

5. List the main tools/software you use today (e.g., Excel, QuickBooks, Salesforce, Google Workspace).

6. Where do you currently store your business data for analysis/reporting? (Check all that apply)
A central Data Warehouse (e.g., SQL Server, BigQuery, Fabric etc)Direct from a specific software (e.g., Salesforce reporting)Manual SpreadsheetsWe don't really analyze our data

7. How do your employees currently find answers to internal rules, SOPs, or policies? (Check all that apply)
We have a well-organized central knowledge base (Notion, SharePoint)Searching through scattered shared drives and PDFsAsking colleagues on Slack/Teams or via emailIt's mostly in people's heads (Tribal Knowledge)

8. Where are your teams currently wasting the most time? (Check all that apply)
Finding the right information quicklyRepetitive manual workSlow answers for customers or employeesInconsistent processes or responsesDelayed reporting or insightsOthers

Part 3: AI Opportunities & Feasibility

9. Are you currently using any AI tools (like ChatGPT, Copilot, or Claude) for your business? If yes, for what primary purpose?
No, we haven't used any AI tools yet.Yes, for content creation (marketing, emails, writing).Yes, for coding or technical troubleshooting.Yes, for data analysis or reporting.Yes, for internal knowledge search or document Q&AYes, for workflow automation, like support/chatbots/sales.

10. For the AI tools you have tried or considered, what has been the biggest limitation or concern?
They lack our private business context and historical data.They hallucinate/make things up.We are worried about data privacy and security leaks.The results are interesting, but not reliable enough for business use.We don't know how to integrate them into our actual workflows.Others

11. Which AI-driven business outcomes would matter most to you? (Check all that apply)
Save employee timeImprove response timeIncrease revenueReduce operational costImprove decision-makingReduce risk or errors

12. What would be most valuable for your business? (Check all that apply)
An AI system that provides data insights and recommendationsA trusted AI assistant that finds answers from company knowledgeAn AI assistant that summarizes and drafts responsesAn AI system that automates workflowsWe need help identifying the best starting point.Others

13. Which best describes your organization’s current stage in exploring AI or agentic solutions? (Check all that apply)
We are just beginning to learn what AI could do for our businessWe have identified some business challenges or opportunities but need guidance on where to startWe are exploring specific AI use cases and possible solution approachesWe are comparing tools, platforms, or vendors for a potential solutionWe are ready to start a pilot or proof of concept for one or more use casesOthers

14. Is there anything else you would like us to know before the consultation?

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