AAI BUILT — YOUR BUSINESS DISCOVERY BRIEF
Human expertise. AI possibilities.

Start with your business, in your own words.

1. What does your business do, and who are your customers?
2. Where do new enquiries come from?
3. What happens from the first enquiry to a completed sale?
4. Which spreadsheets and software does your team use today?
5. Where does work slow down, get repeated, or fall through the cracks?
6. Who needs access, and what should each person be able to see or change?
7. What is the first improvement that would make a meaningful difference?
8. Do you want hosting on your own server or cloud account?
9. What budget range and timeline should the first phase fit?

Useful preparation: a sample workflow and anonymised spreadsheet columns.
Keep passwords and customer personal data out of this initial brief.

We will use this to discuss priorities, scope, hosting, ownership, and next steps.