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BizAI · Client Discovery

Client Questionnaire

This questionnaire is designed to help identify where BizAI can create measurable value for SMEs through AI-powered business engineering. It reflects the venture’s focus on operational redesign, AI deployment, recurring optimization, and priority verticals such as restaurants and cooling / field service companies.
1. Company profile

Understand business size, structure, and the primary context for a potential pilot engagement.

2. Strategy and goals

This helps define where AI and business engineering should focus first: growth, efficiency, customer experience, or decision quality.

3. Operations and workflows

The core BizAI proposition is operational redesign supported by AI systems, not just software installation.

4. Sales, marketing, and customers

The documents highlight marketing generation, customer interaction, reviews, and personalized offers as near-term value levers.

5. Systems and data

BizAI works as an orchestration layer connecting existing tools, data, and the owner. This section tests integration feasibility.

6. Economics and ROI

The business model depends on measurable improvements in profitability, efficiency, or customer economics.

7. AI readiness

This evaluates adoption readiness, internal sponsorship, and likely friction points.

8. Industry-specific questions

These questions reflect the two initial verticals from the business documents: restaurants and cooling / service businesses.

Restaurant / Hospitality
Focus areas from the concept: personalized customer interactions, menu optimization, specials, review management, and inventory forecasting.
Cooling / HVAC / Field Service
Focus areas from the concept: appointment scheduling, quotation generation, routing, follow-ups, targeted marketing, and margin visibility.
Other SME
Use this space to identify one workflow, one customer process, and one reporting issue with the highest transformation potential.
9. Pilot scope

This section is intended to qualify first pilot clients and define a realistic initial engagement.

10. Opportunity summary

This automatically gives a rough qualification signal for internal use. It is not a final assessment.

BizAI fit score
0
Complete more fields to estimate pilot fit.
Suggested first angle
Not enough data yet
The recommendation updates as the form is completed.
Recommended use: send this form before the first client meeting, then review answers live and convert the strongest pain points into a pilot proposal. The structure is based on BizAI’s concept of combining operational redesign, AI agents, analytics, and a hybrid setup-fee + recurring subscription model. This version is prepared for direct server submission: replace the placeholder endpoint in the HTML with your real API URL.