AI Discovery — Neuruh Pre-Call Brief

01 About You

Your Name *

Your Email *

What do you do?

Business, role, hustle — one or two sentences for context.

02 Current Tech Setup

Which AI tools are you currently using?

Check all that apply.

What else is in your software stack?

CRM, scheduling, accounting, comms — whatever you're currently running.

Primary device?

Mac (laptop or desktop)

Windows PC

Mostly phone

Mix of everything

03 What You're Trying to Build

What's the #1 problem you're trying to solve with AI? *

"Save time" is not specific. "I spend 3 hrs/day answering the same customer questions" is. Be specific.

What does success look like in 90 days?

Revenue, hours saved, leads generated, systems live — make it measurable.

Have you already tried to set this up?

Haven't tried — new territory for me

I tried, got stuck or it didn't work right

Something is running but incomplete

It's live but needs to be better

04 Skill Level & Involvement

Current AI/tech comfort level

1 = total beginner — 10 = already building automations

5

Beginner I dabble Building

How hands-on do you want to be once it's set up?

Fully hands-off — set it, forget it, show me results

Light — I'll review and approve but not manage daily

Collaborative — understand it and co-manage with you

I want to own and run it myself — teach me

Willingness to learn new tools if needed?

Low — plug-and-play only, no learning curve

Moderate — I'll learn what I need to, keep it simple

High — willing to put in the reps to level up

05 Logistics & Context

Monthly budget for AI tools and setup?

How did you find this?

Anything else I should know before the call?

Constraints, dealbreakers, things already ruled out, or anything that helps me prep.

AI DiscoveryQuestionnaire