Client Start

Let’s find your first useful AI project.

Tell us about your business, the tools you use, and the task you would like to improve. Complete what you know; we will confirm the scope and quote before work begins.

Your answers stay on this page.This worksheet does not submit or save your answers. Print or save a PDF, then return it using the method William provides.

Describe the workflow without entering passwords, payment details, or private customer records. Any project access and file sharing are arranged separately.

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1Your business

Who you are and how we can reach you.

Business name

Type of business

City and state

Website

Contact name

Contact email

Contact phone

Approximate team size

2The task you want to improve

One recurring task is a useful starting point.

What task takes too much time?

How do you handle it today?

How often does it happen?

Roughly how long does each task take?

Who handles or reviews this task?

What would a useful improvement look like?

3Your current tools

Names are enough for now. We will assess connection options later.

Software and systems you use

Where does the task begin?

Where should the result go?

Known limitations or review requirements

4Project preferences

Planning details help us prepare a suitable scope and quote.

Preferred timing

Budget range if known

Who may approve the project?

Preferred way to communicate

Anything else we should know?

Next steps

Save or print your answers and return the worksheet using the method William provides. We will review the task, check software compatibility, and confirm the project scope, price, access, and training plan before paid work begins.

This worksheet does not authorize a purchase, grant system access, or enroll your business in recurring payments.

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