LINKSEED BUSINESS · DISCOVERY QUESTIONNAIRE

Tell us about your business. We'll make the call count.

This helps us understand your business before we talk, so our first conversation is focused on what matters to you. It takes about 10 minutes. Most questions are checkboxes or short answers. Only your name, company, and email (*) are required.

Skip anything you're not sure about. We'll cover it on our call.

Please do not include passwords, account numbers, or private customer details. We never need them.

SECTION 1 OF 9

About you

Your name*

Title or roleEmail*

PhoneHow did you hear about LinkSeed Ai?

Best way to reach you

EmailPhoneText

SECTION 2 OF 9

About your company

Company name*Website

Industry What does your company do, in a sentence or two?

Years in businessChoose oneUnder 22 to 56 to 15More than 15Number of employeesChoose one1 to 56 to 2021 to 5051 to 150More than 150

Number of locationsStates (or countries) where you operate

Some or all of our team works remotely

SECTION 3 OF 9

Departments and teams

Check the departments you have, even if one person covers several.

Owner or leadershipSalesCustomer serviceOffice administrationPurchasing or procurementOperations or productionShipping, receiving, or warehouseField service or installationAccounting or financeHR or payrollMarketingIT

Other departments Which department feels the most stretched right now?

SECTION 4 OF 9

Goals and pain points

What would you most like to improve? Check all that apply.

Faster quotes and order follow-upPurchasing and supplier emailReplies to customer questions and requestsScheduling appointments, jobs, or meetingsWeekly or monthly reportingNew hire onboarding paperworkAnswering the same internal questions over and overKeeping the inbox under controlFollow-up that slips through the cracks

Other What tasks take up the most time each week? What gets missed or delayed when things get busy? Is there a deadline or busy season we should plan around? If you could hand off one task tomorrow, what would it be? What would a good result look like 6 months from now? Have you used Ai tools before?Choose oneNot yetA little, on our ownYes, across part of the teamYes, and it didn't go well

SECTION 5 OF 9

Operations systems

List the tools you use. A name is enough. If you're not sure, leave it blank.

EmailDon't have one

Phone systemDon't have one

Calendar or schedulingDon't have one

CRM (customer records)Don't have one

ERP or business management systemDon't have one

InventoryDon't have one

Project or job managementDon't have one

File storage and documentsDon't have one

Team chatDon't have one

Website or online formsDon't have one

OtherDon't have one

Are any of these custom built, very old, or hosted on your own servers?

YesNoNot sure

If yes, which ones?

SECTION 6 OF 9

Accounting and finance systems

Accounting softwareDon't have one

Invoicing and billingDon't have one

PayrollDon't have one

Expense trackingDon't have one

Payment processingDon't have one

Who handles your books?

In houseOutside bookkeeper or CPABoth

SECTION 7 OF 9

Data sensitivity and compliance

What kinds of information does your team handle? Check all that apply.

Customer contact detailsPricing, quotes, and contractsEmployee recordsHealth informationFinancial account informationGovernment ID numbersInformation about minorsTrade secrets or proprietary designsNone of these

Do any of these apply to you?

Industry regulations or licensing rulesCustomer contracts with data or security requirementsCustomers or employees in states with their own privacy laws (for example, California)Customers or employees outside the U.S.An internal IT or security policy we'll need to followNot sure

Anything we should know about how your data must be handled?

SECTION 8 OF 9

Decision makers

Who will make the final decision on this project? Who else should be part of the conversation? Who would be our main day-to-day contact?

Does a purchase like this need approval from a board, owner, or IT team?

YesNoNot sure

SECTION 9 OF 9

Anything else?

Is there anything else you'd like us to know before we talk?

Send my questionnaire