Before We Build Your AI Chief of Staff

Three minutes.

That's all this takes — and it's how we make sure our call is worth yours.

This isn't a sales form. It tells me what you want off your plate, and whether I can actually build it inside the tools you already use.

Answer straight. Skip anything that doesn't fit.

SECTION 1 — Who I am Building For

Your Name *

What is your Business Name? *

Website Link (if you have one)

Best email to reach you *

Which among these sounds most like you? *

Owner / Founder

Partner / Co-owner

Executive or team leader

Employee

Other

In a sentence or two— what does your business do, and who do you serve? *

SECTION 2 — Can I Build It In Your World?

(The Honest Part)

Your agent operates within your inbox, calendar, and files. Who has control over those resources? *

I own my business / I control my own systems

I'm on a team, but I have the authority to add tools

My company's IT decides what I can install

Not sure

What platform/s do you run on? *

Google Workspace (Gmail, Calendar, Drive)

Microsoft 365 (Outlook)

Notion

Other

Are you the one who makes this decision? *

Yes — it's my call

I decide with a partner

I'd need sign-off from someone else

SECTION 3 — What Should We Take off Your Plate?

What is the one thing you'd hand off first? *

Which of these do you want it handling?

Inbox triage and priority flags

Calendar and scheduling

File and document organization

Receipts and financial filing

Daily action briefings

Follow-ups and reminders

Not sure yet — that's what the call is for

Roughly how many hours a week does this stuff eat right now?

Under 5

5–10

10–20

20+

No idea — but too many

SECTION 4 — Fit and Timing

The AI Chief of Staff System starts at $2,997. Where are you? *

Ready to invest

Ready if it's the right fit

Just exploring for now

When do you want this running? *

This month

This quarter

Just gathering information for now

Anything you want me to know before we talk?