Discover where AI could help first.

Share your goals, current workflows, and friction points. Your answers help identify practical ways AI could save time, reduce manual work, and support better decisions.

Your responses are used only to prepare Crown District recommendations. Please do not include passwords, payment details, or private account access.

Contact Information

Name Organization / Business Name Role / Title Email Phone Website or Social Link

About You / Your Organization

Briefly describe what you or your organization does Who do you primarily serve?

How large is your organization or team?

Just me 2-5 people 6-20 people 21-100 people 100+ people

Current Challenges

What tasks or processes currently feel repetitive, slow, frustrating, or inefficient? Where do you or your team spend the most time each week? Are there any bottlenecks that regularly slow things down? What do you wish you had more time to focus on?

Existing Workflows

What tools or software do you currently use?

Do you currently use any AI tools?

No Yes, occasionally Yes, regularly

If yes, which ones? Are there tasks you already believe AI could help with?

Information and Data

What types of information do you work with most often?

Is any of this information sensitive or confidential?

No Somewhat Yes Not sure

Are there any privacy, compliance, or security concerns we should know about?

Readiness and Capacity

How comfortable are you with trying new technology?

Not very comfortable Somewhat comfortable Comfortable Very comfortable

Who would need to be involved in decisions about AI tools or automation?

Do you have someone who could help test or manage a new AI workflow?

Yes No Not sure

Ideal Outcome

Imagine AI is working well for you 6 months from now. What has changed? What would make this feel worth the investment? Is there anything you definitely do not want AI to do?

Final Notes

What else should we know before our conversation?

Would you like us to identify quick wins, larger opportunities, or both?

Quick wins Larger strategic opportunities Both Not sure yet

Ready to send your assessment?

This will prepare a summary of your responses so the AI opportunity review can begin.

Next step: Crown District reviews your answers and follows up with practical recommendations.