// PRE-CONSULTATION PREP

Discovery Questionnaire

Help us understand your business before your session. The more detail you provide, the more customized and valuable your consultation will be.

Takes about 10-15 minutes · All fields optional except contact info

Contact & Service

Let's start with the basics.

Which service are you booked for? *

Full Name *

Email *

Phone

Company Name

Industry

Your Business

Tell us about what you do and how your business is structured.

What does your business do?

How long have you been operating?

How many employees/team members?

Do you have multiple locations, brands, or business entities?

What's your role?

Who else would interact with the AI assistant?

Pain Points & Goals

Understanding what's broken helps us build what matters most.

What are the top 3 things that take up too much of your time?

What falls through the cracks most often?

If you could automate ONE thing starting tomorrow, what would it be?

Tools & Systems

Check everything you currently use. This tells us what to connect your AI to.

Software & platforms you use:

Gmail Outlook Google Calendar Google Drive Google Sheets Slack Microsoft Teams QuickBooks Xero FreshBooks HubSpot Salesforce Stripe Square Calendly Notion Asana Monday.com Trello WordPress Shopify Gusto ADP DocuSign Mailchimp WhatsApp Business Telegram

Do you have a Mac that can be dedicated to running your AI assistant?

Your AI runs locally on a Mac Mini or Mac Studio — no cloud dependency, full privacy.

Rough monthly software spend?

Helps us identify tools you might be overpaying for or could replace.

Final Thoughts

Anything else we should know before your session.

Do you have any compliance requirements?

What does success look like 90 days after your AI assistant is running?

Anything else you want us to know?

Step 1 of 5

🤠

You're all set, partner.

We've received your questionnaire and are already preparing for your session.

You'll receive a confirmation email shortly. If you have questions before your session, email michael@ranchoffice.com.

Back to RanchTech