Task:

**Part 1: Business Assessment** 1. What are your top 3 business challenges? Challenge 1: ________________________ Challenge 2: ________________________ Challenge 3: ________________________ 2. Current pain points (check all that apply): □ High customer service volume □ Repetitive manual tasks □ Data analysis bottlenecks □ Content creation demands □ Industry-specific regulations 3. Resources available: Technical team size: _____ people Monthly budget: $________ Timeline to deploy: _____ months **Part 2: Agent Matching** Based on your challenges, prioritize agent types: 1st Priority: ________________ Agent 2nd Priority: ________________ Agent 3rd Priority: ________________ Agent **Part 3: Implementation Planning** For your 1st priority agent: - Specific use case: ________________________ - Expected volume: _______ per day/week - Current cost: $_______ - Expected savings: $_______ - Success metric: ________________________ **Part 4: Integration Requirements** Systems to integrate with: □ CRM: ________________ □ Email: ________________ □ Database: ________________ □ Analytics: ________________ □ Other: ________________ **Part 5: Calculate Your ROI** Monthly Costs: - Current labor: $_______ - Current tools: $_______ - Error costs: $_______ Total: $_______ With AI Agents: - AI platform: $_______ - Reduced labor: $_______ - Maintenance: $_______ Total: $_______ Monthly Savings: $_______ ROI Period: _______ months