SGiQ | Business Strategy for an Automated World

2Business Profile

The basic context of your organization.

Full Name *

Work Email Address *

Company / Website *

Role / Title *

Estimated Team Size

1Project Scope

What type of engagement are you looking for?

AI & AutomationVoice agents, workflow logic, CRM integrations, business systems.

Website DevelopmentLanding pages, marketing sites, e-commerce, web applications.

App DevelopmentMobile apps (iOS/Android), custom desktop applications, SaaS builds.

3Current Operations & Pain Points

Where are you bleeding time and money?

What is the most repetitive, manual task your team performs daily? *

Where do you feel your business is currently losing money or missing opportunities due to inefficiency? *

How many hours per week do you estimate are spent on administrative or non-revenue-generating tasks?

4Customer & Communication Flow

How are leads and customers getting in touch?

How do your customers primarily communicate with you? (Select all that apply)

Do you currently have issues with missed calls, slow response times, or inconsistent customer follow-ups?

Yes - It's a major pain point and costing us money.Somewhat - There is definitely room for improvement.No - We have this locked down with our current team.

5Data & Systems

The current state of your technical infrastructure.

What are the primary software tools your business relies on daily?

Is your business data currently organized and centralized, or scattered across different platforms and spreadsheets?

Organized - Everything talks to each other.Somewhat Scattered - We use some tools, but lots of manual copy/pasting.Completely Disorganized - We run on spreadsheets, sticky notes, and hope.

6The North Star

What does success look like?

If we could build one system to completely solve your biggest headache, what would that system do? *

What is your primary goal for implementing AI and automation? (Select all that apply)

Reduce operational costsScale the business without adding headcountImprove customer experience/response timesIncrease sales conversionsUnsure - I need guidance