GTF AI Discovery | GTF AI Discovery

Step 01 of 05

AI Awareness & Goals

How Familiar Is Your Team With AI Tools?

Just Hearing About It Curious, Haven't Started Tried a Few Tools Using AI Regularly Already Invested

What Is Your Primary Goal for AI?

Save Time Better Decisions Cut Costs Customer Experience Stay Competitive All of the Above Not Sure Yet

Has Your Business Actively Adopted Any AI Tools?

Yes — Multiple Tools Piloting One or Two No — Evaluating Now No — Not Yet No — Still Skeptical

Step 02 of 05

Your Business

Industry

Number of Employees

1-10 11-25 26-50 51-100 101-250 250+

Which Department Would Benefit First From AI?

Sales & CRM Finance & Accounting HR & Onboarding Operations Customer Service Marketing Legal & Compliance All of Them

Step 03 of 05

Data & Systems

Where Does Your Business Data Currently Live?

CRM Spreadsheets ERP / Accounting System Cloud Storage Email Paper / Physical Files Scattered Across Apps Not Sure

Do You Have a CRM?

Yes — Salesforce Yes — HubSpot Yes — Other CRM No — Planning To No

How Would You Describe Your Business Data Today?

Well Organized Somewhat Organized Scattered Honestly a Mess Not Sure

Primary Productivity Platform

Microsoft 365 Google Workspace Both Neither Not Sure

Current Business Phone / Communications Setup

Traditional PBX VoIP Teams Calling Google Voice Mobile Only No Formal System

Step 04 of 05

Use Cases & Challenges

Which AI Capabilities Interest You Most? (select all that apply)

Automated email drafting & responses Document summarization & search Meeting notes & action items AI customer service chatbot Predictive analytics & reporting AI-assisted HR & onboarding Financial forecasting & anomaly detection Contract review & compliance Custom AI assistant for my team AI-powered sales intelligence AI receptionist & call handling Call transcription & auto-summaries Not sure yet

Which AI Telephony Capabilities Interest You? (select all that apply)

AI receptionist — 24/7 call answering & routing Call transcription & searchable call history Auto-generated call summaries pushed to CRM Real-time coaching & whisper for sales/support teams AI sentiment & conversation analytics Smart IVR replacement — natural language call menus Voicemail-to-text with priority flagging After-hours AI agent that qualifies leads by phone None of these right now

What's Slowing Your Business Down the Most Right Now?

Manual Data Entry Lack of Visibility Slow Decisions Repetitive Inquiries Slow Onboarding Reporting Burden Not Sure

What's Your Biggest Concern About Adopting AI?

Data Security Cost / ROI Employee Buy-In Where to Start AI Accuracy Integration No Major Concerns

How Do You Think About AI Investment?

Start Small Strategic Investment Full Transformation Not Sure Yet

Step 05 of 05

Contact & Your Vision

Company Name

Your Name

Work Email Address

Phone Number (optional)

Best Time to Reach You

In One Sentence — What Would a Successful AI Implementation Look Like for Your Business?

What's Holding You Back From Moving Forward With AI Today? (optional)

Anything Else on Your Mind? (optional)

Discover Your AI Potential

AI Awareness & Goals

Your Business

Data & Systems

Use Cases & Challenges

Contact & Your Vision