Step 3 · Your business
The foundation
The basic shape of what you run so we know how to build around it.
Company / business name
Website URL
Business phone
Industry
Choose one…
Advertising / Media / Agency
Agriculture Fishing & Forestry
Arts & Entertainment
Automotive
Beauty Services
Business & Professional Services
Community & Social Services
Construction
Consumer Goods
Consumer Services
Contractors
Cannabis
Dental
E-Commerce
Education
Finance
Government
Healthcare
Home Services
Hospitality
Insurance
Legal
Manufacturing
Music and Recording
Real Estate
Recreation
Retail
Technology
Transportation Services
Wellness
Other
Number of locations
Choose one…
1 location
2-3 locations
4-14 locations
15-100 locations
100+ locations
Current monthly revenue
$0 – $1,000
$1,000 – $3,000
$3,000 – $10,000
$10,000 – $30,000
$30,000 – $100,000
$100,000+
Current monthly marketing budget (USD)
Business description
Founders / team info
Step 4 · Offer & audience
What you sell and who buys it
The sharper this is, the better the AI Council sounds like you.
What do you sell?
Most popular offer
Core value proposition
Price points / value ladder
Average lifetime value of a client (USD)
Your ideal client — who are they?
What pain points do they have?
Common objections you hear
Your qualifying questions
Step 5 · IP & content
The raw material we'll train your Council on
Books, podcasts, transcripts, recorded interviews — whatever you've already created.
Primary IP / source material
Key testimonials / reviews we can use
Top 5 FAQs with your answers
Step 7 · Current stack
What's running under the hood today
So we integrate, not duplicate.
Current customer acquisition process
Current follow-up approach
Biggest challenges attracting / retaining customers
Step 8 · Goals & vision
What we're aiming at
We tune the Council to these. Specific beats clever.
Top 3 priorities for the next 90 days
What success looks like in 6–12 months
Your biggest bottleneck right now
Processes you want AI to automate first
Who on your team will manage AI day-to-day?
Step 9 · Logistics
Scheduling and final details
Last step. When are we kicking off, and what do we need to know?
Best meeting times / availability
Business hours of operation
Any third-party integrations we need to connect?
Anything else we should know?
Optional. We'll capture anything here into the kickoff notes.