Business Snapshot
Intake Form | Deep Dive

Complete this form to help us identify your biggest AI opportunities and build a custom automation roadmap.

sunshineai.cacwebb@sunshineai.ca
2800 14th Ave, Suite 505
Markham, Ontario

1Core Business Stats

About Your Business

Legal Business Name*

Industry / Niche*

Years in Business

Annual Revenue (last 12 mo., $)

Gross Profit %

Average Monthly Expenses ($)

Total Number of Employees

Owner(s) / Decision Maker(s)*

Who fills out this form?*

2Current Systems + Tools

Your Tech Stack

Area	Tools / Systems Used	Manual Processes?	Notes
📣 Marketing / Lead Gen
💼 Sales / CRM
🎧 Customer Support
⚙️ Internal Ops / Admin
💰 Finance / Invoicing
🔒 Compliance / Security

3Time + Team Breakdown

How You Spend Your Time

⏱ Owner Hours / Week

% of Time Spent In

strategy

admin

sales

delivery

👥 Key Roles

Job title + main responsibility

🌍 Outsourced / Offshore Roles

4Current Pain + Growth Priorities

Your Challenges & Goals

🔥 Top 3 Problems You're Actively Trying to Solve

🚫 What Have You Already Tried That Didn't Work?

🎯 Top 3 Goals for the Next 12 Months

⚠️ What Happens If You Don't Hit Those Goals?

⏳ Where Are You Wasting the Most Time or Money?

5AI & Automation Current State

Your AI Readiness

Have you used AI in your business at all yet?

Are any team members using AI without formal oversight?

Have you created any AI usage policies?

Do you currently measure AI impact (time saved / money made)?

If YES to AI usage — what tools, and for what purposes?

😰 Biggest Fear When It Comes to Using AI

🌟 Biggest Hope When It Comes to Using AI

6Top Workflows to Automate

Your AI Profit Plays

Top 3 Workflows to Automate First	Times / Week	Time Each Takes Today

We'll review your responses and reach out within 1 business day.

sunshineai.ca

cwebb@sunshineai.ca
2800 14th Ave Suite 505, Markham ON