KittHawk — Client Intake

SECTION 1 — BUSINESS SNAPSHOT

Basic details about your organization

1 of 7

1Company Name *

Please enter your company name.

2Industry *

Please enter your industry.

4Annual Revenue Range

5Your Name & Title *

Please enter your name and email.

SECTION 2 — CURRENT OPERATIONS

Where friction exists in your day-to-day

2 of 7

6What are your top 3 operational challenges right now?

7What tasks take the most time each week?

8What manual tasks do you wish were automated?

9What's slowing down your growth most right now?

SECTION 3 — TECHNOLOGY & SYSTEMS

Your current tools and AI experience

3 of 7

11Are you using any AI tools today?

e.g. ChatGPT, Copilot, Jasper, custom tools — or "None yet"

12How would you rate your team's AI readiness?

Not started — AI isn't on our radar yet Beginner — curious but haven't committed Intermediate — using some tools, inconsistently Advanced — actively building AI into workflows

SECTION 4 — WORKFORCE & CAPACITY

Your team's bandwidth and biggest time drains

4 of 7

13Where is your team spending time on repetitive work?

14Which roles or teams are most stretched?

15If your team had 20% more capacity, what would they focus on?

SECTION 5 — BUSINESS GOALS

Where you're headed and what success looks like

5 of 7

16What are your top priorities over the next 12 months?

17What does a successful 90-day engagement look like to you?

18If we solved one operational problem this quarter, what would it be?

SECTION 6 — AI GOVERNANCE & POLICY

How your organization thinks about AI oversight and risk

6 of 7

19Does your organization have an AI usage policy?

Yes — formal written policy in place Yes — informal guidelines, nothing documented In progress — working on it now No — not yet addressed

20How does your organization handle data privacy and AI?

e.g. restrictions on what data enters AI tools, vendor vetting, employee training

21Are there compliance or regulatory requirements we should know about?

e.g. HIPAA, ITAR, FedRAMP, SOC 2, GDPR

22What are your biggest concerns about adopting AI?

e.g. accuracy, job impact, security, cost, vendor lock-in

SECTION 7 — READINESS & ENGAGEMENT

How you'd like to work with KittHawk

7 of 7

23What's your budget situation for this initiative?

Budget is approved and ready Budget is pending approval Exploring ROI before committing No budget allocated yet

24What type of engagement interests you? (check all)

Assessment only Assessment + implementation Ongoing operational support Not sure — open to recommendations

25When are you hoping to get started?

As soon as possible Within 30 days Within 60 days Still exploring

26Anything else we should know before the call?

Let's prepare for your discovery call