PROJECT BRIEF FORM

BASIC INFORMATION

CLIENT NAME

CLIENT COMPANY

EMAIL ADDRESS

PHONE NUMBER

INDUSTRY

BRIEFLY DESCRIBE YOUR BUSINESS AND ITS CORE OPERATIONS

(Help us understand your business context.)

WHAT KEY PROBLEMS OR INEFFICIENCIES ARE YOU LOOKING TO SOLVE USING AI AUTOMATION?

(E.g., customer support, lead generation, sales assistance, etc.)

WHO WILL BE DIRECTLY IMPACTED BY THIS AUTOMATION?

(e.g. internal staff, customers, operations team)

MAIN PROCESSES TO BE AUTOMATED

(e.g. invoice processing, CRM updates, lead qualification)

ARE THERE SPECIFIC TOOLS OR PLATFORMS THAT MUST BE INTEGRATED?

WHAT SPECIFIC TASKS DO YOU WANT AI TO HANDLE?

(e.g. document classification, workflow triggers, email routing)

WHAT KIND OF DATA DOES THE AI NEED TO ACCESS OR PROCESS?

(Detail any tasks such as data collection, appointment booking, escalation, etc.)

INTEGRATION REQUIREMENTS:

ARE THERE EXISTING SYSTEMS OR WORKFLOWS THIS SHOULD PLUG INTO?

PRIORITY PLATFORMS OR APIS TO CONNECT WITH

PREFERRED PLATFORMS

(website, messaging apps, social media, etc.)

PREFERRED USER INTERACTION METHOD

(e.g. background automation, dashboards, approval flows)

REQUIRED OUTPUTS OR FORMATS

(e.g. reports, database updates, alerts)

ANY USER TRAINING OR ONBOARDING EXPECTATIONS?

ARE THERE SPECIFIC DATA PRIVACY OR REGULATORY CONCERNS?

SENSITIVE DATA HANDLING

(e.g. HIPAA, GDPR, financial data)

WHAT WOULD SUCCESS LOOK LIKE FOR THIS AUTOMATION?

(e.g. reduced hours, fewer errors, real-time insights)

KEY METRICS OR KPIS TO TRACK

EXPECTED TIMELINE FOR SOLUTION DEPLOYMENT

ESTIMATED BUDGET

POST-LAUNCH SUPPORT AND MAINTENANCE REQUIREMENTS

ANY OTHER NOTES, CONSTRAINTS, OR PREFERENCES?