Assessment Intake

1. Payment + delivery contact

Payment email, receipt number, or payment reference *

This helps match your intake to your $997 assessment purchase.

First name *

Best email for delivery *

Business name *

Website or main online profile

What type of business is this? *

How many people run the business? *

What do you sell, and who do you sell it to? *

Include your main service/offer, customer type, and anything that makes delivery repeatable or complicated.

What would make this assessment a win for you? *

Which tasks repeat every week? *

Where does work slow down, get stuck, or fall through the cracks? *

What tools are involved in those workflows?

If you are not sure, list the tools you touch most often during the week.

How are you using AI right now?

If Trueline could only review one area first, which should it be?

Links to recordings, docs, examples, screenshots, or folders

Make sure shared links are viewable by Trueline. A 2–5 minute screen recording of the workflow is especially helpful.

Anything Trueline should avoid, protect, or know before recommending AI?