AI Business Makeover Client Intake Form Name * First and Last Name First Name Last Name Email * Phone * (###) ### #### Business Name * Website * If you do not have a website, please input N/A http:// Instagram or Social Media Profile * Business Overview Briefly describe your business or brand. What do you do, and who do you serve? What are your main goals right now for your business? * Example: More sales, more time freedom, more content consistency, etc. What is your biggest challenge right now? * Example: Too much manual work, inconsistent content, lack of systems, etc. AI Focus Areas Which area(s) do you want AI to help you with? * Select the areas where you’d like us to focus your AI setup. Content Creation (social posts, captions, blogs) Workflow Automation (streamlining repetitive tasks) Marketing & Lead Generation (ads, emails, funnels) Branding & Messaging (voice consistency, visual ideas) Customer Communication (chatbots, email replies) Other What tools do you currently use (if any)? * ChatGPT Canva Notion Zapier/Make/N8n Google Workspace Claude Sora Social Media Scheduling Tool (Later, Metricool, etc.) None yet / Unsure Preferences & Access Do you already have accounts for any of these tools? * ChatGPT Plus Notion Canva Pro Zapier/Make/N8n Google Workspace Other Would you like LMNTL Studio to set up new accounts for you if needed? * Yes, please create or configure my accounts. No, I’ll share my access details after we connect. Delivery Preferences Preferred Contact Method * Email Video Call Text Phone Call What day/time are you available for your 60-Minute AI Training Session? * Example: Thursday after 2PM, Friday morning, etc. Is there anything specific you’d like your AI systems to accomplish in the next 30 days? Agreement & Submission Please review and acknowledge the following before submitting: * I understand this service includes: A full AI Audit & System Setup One (1) Mini Training Session Delivery within 24–48 hours of intake form completion One round of support or clarification post-delivery I Understand Thank you!
