Classify the stuck point
Website conversion, lead response, missed calls, inbox triage, CRM cleanup, reporting, internal knowledge, or AI agent scope.
Business systems intake
Start with what feels stuck.
Send one public URL, workflow, inbox issue, report, document problem, staff task, tool issue, or AI idea. The intake helps make sense of it before asking for contact details.
Good inputA public website, process description, tool issue, or repeated operational problem.
Keep privateNo customer records, passwords, payment data, or regulated details.
What you getThe likely gap, useful system, and next question to answer.
What happens after the intake
The first answer is a map, not a sales maze.
The intake is designed for public, low-risk context. It helps identify where the handoff is breaking, what a sensible first repair could look like, and which details should move into a private scoped conversation.
Choose the smallest useful system
One trigger, one owner, one next action, one safety boundary, and one metric that proves the workflow improved.
Move private details out of public forms
If sensitive access or records are needed, they belong in a scoped private workflow, not the website intake.
Useful examples
Send the messy version in plain English.
Good intake prompts are specific enough to reveal the business path, but safe enough to share publicly.
“Calls and forms come in, but nobody knows who answered first.”
This usually points to source capture, owner routing, first response drafts, and response-time reporting.
“Customers ask the same questions across email, chat, and calls.”
This usually points to message categories, safe draft replies, source links, and escalation rules.
“We want an AI agent, but we do not know what it should safely do.”
This usually points to an agent role brief, allowed actions, blocked actions, logs, and human approval.