Business Needs Analysis

Contact Details

The Person of Contact (or Authorised Representative) must be an individual who has been formally approved by the organisation to discuss, make decisions about, or provide information regarding their business needs with AiBuddy representatives.

First Name *

Last Name *

Phone *

Email *

Position Title in the Business *

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Business Information

What are your core business goals for the next 6–12 months? *

Organisation *

What’s your main service or product? *

Website *

Do you currently have a landing page? *

What Industry are you in? *

Please describe your product(s) or service(s) in a few sentences. *

Who is your ideal customer (demographic, industry, spend level)? *

Business Office Location

Address *

Street Address

City

State

Country

Postal Code

Are your customers mainly local, regional, national, or international? *

Business Size

Number of employees/staff *

Annual turnover/revenue range

Do you operate from one site or multiple branches? *

Customer Relationship Management (CRM) History and Preference

Are you currently using a CRM? *

What is the name of your current CRM or System? (if applicable)

Do you want to migrate existing data (contacts, leads, history)?

Phones and Calls

Approximate inbound call minutes per month? *

What type of phone system do you use? (Mobile, Landline, Cloud VoIP, Toll-Free 1300/1800) *

Average missed calls per month? *

Do you want missed calls to trigger automatic AI SMS/text responses? *

Approximate outbound call minutes per month? *

Email

Do you use separate email marketing tools (Mailchimp, ActiveCampaign, etc.)? *

Which email service do you use? *

SMS/Messaging

Do you currently have all communications (SMS, phone, email, social DMs) in one system? Or are they split across multiple platforms? *

How do you currently send/receive SMS with customers? *

Do you also use WhatsApp, Messenger, or Instagram DMs for leads? *

Marketing & Lead Channels

Which of these channels generate the most leads? *

Do you have a system for managing leads from multiple channels in one place? *

What are your current marketing channels? *

Do you run loyalty or upsell programs? *

Sales & Customer Journey

Do you have a dedicated sales team? *

How do customers usually contact you (phone, SMS, email, WhatsApp, social)? *

What’s your average response time? *

Can you provide some FAQs so we can demonstrate how AI would respond to them during our free consultation? *

If you have any FAQ documentation, please upload it here — for example, examples of phone calls, email correspondences, scripts, response guidelines or webforms etc.

Reporting & Tracking

What KPIs matter most? *

Do you need reporting split by staff or location? *

Do you need a structured support/helpdesk workflow? *

Payments

Do you take online payments (Stripe, PayPal, Square)?

Team Access

Should they all have the same permissions, or different roles?

Who will be the main users of AiBuddy?

How many staff need access to a CRM/System?

AI & Automation Readiness

Would you use AI SMS responses for customers/leads? *

Would you use AI-generated email responses? *

Are you open to using AI for inbound/outbound calls (summaries, voicemail drops)? *

Are you open to AI prospecting (identifying/engaging new customers)? *

Are you open to AI-driven marketing features: Social posts and responses Automated lead nurturing AI-generated content (ads, blogs, emails) *

Are you open to switching to AiBuddy if it saves time, reduces costs, or brings everything into one platform?

Would you like an AI chatbot for WhatsApp, Messenger, or your website? *

Are you open to paying for AI courses? *

Security, Compliance & Data

Do you have compliance requirements (GDPR, HIPAA, ISO, industry-specific)? *

Access & Usage Preferences

Would your team prefer AiBuddy on the mobile app, or is the web version enough? *

Can you please upload some of your business processes so we can understand your business?

Decision-Making & Goals

What AI products are your interested in? *

Who is the final decision-maker for choosing a CRM? *

What’s the biggest frustration with your current system/process? *

What would success look like for you if you were to subscribe to AiBuddy? *

What’s your timeline for switching? (ASAP, 1–3 months, 6+ months)