# Small-business AI and operations discovery questionnaire

> Reusable template. Replace prompts with client-approved answers. Do not request
> passwords, payment data, government identifiers, health information, or other
> sensitive content.

## Context

- Business:
- Process owner:
- Backup owner:
- Date:
- Participants:
- Business goal in plain language:
- Decision deadline, if any:

## Customer journey

1. How does a customer first find the business?
2. What action should the customer take?
3. Which channels receive inquiries?
4. What happens from receipt to first human review?
5. Which fields are usually missing?
6. Which questions repeat?
7. Where do handoffs fail or duplicate work?
8. How is a request closed or marked not a fit?

## Volume and value

- Inquiry volume range and source:
- After-hours share and source:
- Manual minutes per inquiry and source:
- Typical job contribution range and calculation:
- Current response-time range:
- Current completion or disposition rate:
- Measurement window:

## Tools and ownership

- Current website/form:
- Scheduling or field-service system:
- Email, phone, SMS, and social channels:
- Accounting or payment system:
- Account owner for each:
- Available roles/permissions:
- Export and deletion options:
- Contract or renewal dates:

## Risk and authority

- What data is necessary?
- What data is prohibited?
- Does the process involve emergency, medical, legal, financial, identity,
  employee, payment, recording, location, or access information?
- Which decisions must remain human?
- What should always trigger handoff?
- What can the system never promise?
- Who can disable the system?
- What is the manual fallback?

## Approved knowledge

- Source of truth:
- Content owner:
- Review frequency:
- Approved service, area, hours, price, policy, and next-step language:
- Unsupported-question response:

## Smallest useful pilot

- One channel:
- One workflow:
- One operator:
- One backup:
- One success measure:
- One stop condition:
- Pilot length:
- Acceptance evidence: