SelenAi
AI Opportunity Review · Intake

Before we
look at anything

This is everything we need to build your assessment. Rough answers are fine. We are not testing you, we are getting a starting number so we can show you what changed later.

About 8 minutesStays inside SelenAi
Hours a week so far
Answer the job questions below
0hrs
01

Who we are talking to

Owner, operations, office manager, whatever fits.
02

What the business does

Two sentences is plenty. We use this to make sure the recommendations fit your actual work, not a generic version of it.

How many people, including you?Required
Quoting, order flow, follow up, scheduling, billing, hiring, whatever is loudest.
03

What you already run on

We are not going to tell you to throw any of it out. We need to know what connects to what.

Accounting and invoicingRequired
What do you use?
Why we split online from desktop

Software that lives in a browser can talk to other software. Software installed on one machine mostly cannot. If your books are on a desktop, that changes what we can automate and what we would recommend instead, so it is worth getting right.

Old estimating software, a design program, a machine that runs the shop. Name it even if you think it does not matter.
Where customer and lead information livesRequired
A CRM is software that keeps your customer and lead list in one place. Who they are, what they bought, when you last spoke, what is meant to happen next. Salesforce, HubSpot, Zoho, Pipedrive, and Keap are common ones. If you have never set one up, you almost certainly do not have one, and that is a normal answer.
Which one, or which mix?
Email and calendarRequired
What do you use?
Where files and documents liveRequired
Which ones?
Scheduling, e-commerce, email marketing, project tracking, phone system.
Has anyone here used an AI tool for real work yet?Required
Which tool, and what for?
04

Your biggest weekly jobs

If you could hand a few jobs to an assistant tomorrow and never touch them again, what would they be? Rough hours are fine. This is the number everything else gets measured against. Add as many as you want.

05

If hours are hard to guess

Most people cannot tell you hours but can tell you counts. Either one works. Answer these and we can build the estimate from the other direction.

New inquiries or leads per monthRequired
Quotes, estimates, or orders going out per monthRequired
How long does one quote or estimate take to put together?Required

Counting something we did not ask about? Add it here. Anything that comes in by the dozen is worth telling us.

06

Where it breaks

Failed software, a hire that did not stick, a system nobody used. Knowing what already did not work saves us both time.
If one person left tomorrow, would anything stop?Required
What would stop?

Anything else that breaks that we have not covered? Add as many as you like.

07

The money side

This is how we turn hours into a dollar figure on the report. Ballpark is fine and it stays between us.

What does an hour of the time above roughly cost you?Required
Wage plus taxes and overhead, or what you would pay someone to take it over.
Roughly what do you spend on software each month now?Required
08

What happens after

When you see the report, what are you likely to want?Required
When would you want the first thing working?Required
Who needs to say yes besides you?Required
Who, and what is their role?