The Client Intake Kit
Fifteen to twenty minutes of your time, and we arrive at kickoff already understanding your operations. The kit scopes your AI Automation Audit — and it's private by design.
Private by design
This website collects nothing. The file never phones home.
The intake kit runs entirely in your browser. Nothing you type leaves your computer until you choose to email it — there is no form on this site, no tracking pixel in the file, no server waiting to receive your answers. And please don't include invoices, medical or financial records, or account numbers — if samples are ever needed, we arrange a secure transfer separately.
How it works
Three steps, no account required
Download and open the file
It's a single HTML file that runs entirely in your browser — no account, no install, no internet connection required. It takes about 15–20 minutes, and can be completed by the owner, an office manager, or whoever knows the day-to-day work best. Estimates are fine.
Answer what you can — it saves as you go
Eight short sections: your company, the work that hurts, the systems you run, your data, your people, data sensitivity, and your goals. Everything autosaves in your browser, so you can close the file and come back later. Blanks are fine; a reasonable range beats an empty field.
Export the .zip and email it to the founders
When you're done, click "Download my answers" — the file packs your answers into a single .zip in your Downloads folder. Email that file to the founders and you're finished. It never touches our servers — or anyone else's.
Ready when you are
When you're done, email the exported .zip to the founders:
What the kit asks
Eight short sections. The one that matters most is "the work that hurts" — the manual processes that eat your team's hours.
Company snapshot
Who you are and who we talk to.
The work that hurts
Invoices, intake, scheduling, re-keying, reporting — mark everything that eats time.
Systems & tools
What you run today. The audit rides on systems you already own.
Your data
How much history there is, and what shape it's in.
People & access
Who we work with, and when.
Data sensitivity
A heads-up on regulated or confidential ground.
Goals & the decision
What a win looks like, and how the call gets made.
Anything else
Context, worries, or goals worth knowing.
Not ready for the kit? Start with a call.
Thirty minutes with a founder. We'll tell you on the call whether an audit makes sense — the kit can wait until it does.