Discovery Questionnaire

Let's start with you.

Ron personally reviews every submission and follows up within 24 hours — so he needs a way to reach you.

First Name *

Last Name *

Email Address *

Phone Number (optional — for a faster response)

Let's find your biggest pain points.

This helps us configure the right Agentic solution — be honest, there are no wrong answers.

What best describes you?

Busy Executive

Small Business Owner

Family Business Owner

Retired

Other

Section 1 — Communications

Email, phone calls, messages — the non-stop flood of incoming communication.

How challenging is managing your daily communications? (1 = easy · 5 = overwhelming)

Not a challengeMajor pain point

Hours per week spent on communications?

Describe your biggest communication challenge

Section 2 — Scheduling & Task Management

Calendar chaos, back-to-back meetings, task overload — the juggle of daily operations.

How challenging is managing your schedule and tasks? (1 = easy · 5 = overwhelming)

Under controlComplete chaos

Hours per week lost to scheduling & task management?

What would help most with your schedule & tasks?

Section 3 — Life & Balance

There's never enough time in the day — AI can give those hours back to you.

How much is work-life balance a concern for you? (1 = fine · 5 = critical issue)

Not a concernCritical issue

Have you ever thought about writing a book or creating a lasting legacy?

Yes — I've thought about it

Maybe — open to the idea

Not right now

Hours per week you wish you could reclaim?

Anything else about balance or personal goals?

Section 4 — Your Current Tools

Your AI team integrates with tools you already use — no ripping and replacing.

Email

Calendar

Task / To-Do App

Notes App

CRM / Sales Tool

Phone / Communication Platform

Any other tools your team relies on?

You're halfway there. Next, let's personify your AI — you'll choose a name, voice, and style that fits how you work.

Let's personify your AI.

Your AI assistant will have a name, voice, and personality — tailored to how you like to work.

Your AI's Identity

What name would you give your AI assistant?

Preferred voice gender

Female

Male

No preference

Preferred accent / voice style

Communication Style

How do you want your AI to communicate with you?

Formal & precise — like a top executive assistant

Professional but warm — efficient with a human touch

Conversational — natural, easy back-and-forth

Casual & friendly — like a trusted colleague

Timeline & budget.

No pressure here — these help Ron make the right recommendation, not close a sale.

Where are you in the decision process?

Ready now — I want to move quickly

1–3 months — evaluating options

3–6 months — early exploration

6+ months — planning ahead

Just exploring — no timeline yet

Monthly budget range for AI/analytics services?

Under $500/mo

$500–$1,000/mo

$1,000–$5,000/mo

$5,000–$25,000/mo (project-based)

$25,000+/mo (enterprise engagement)

Not sure yet — depends on the proposal

Services & your background.

What fits your situation, and a bit about your company context.

Services & Solutions (select all that apply)

Digital Receptionist
AI phone & email Executive Assistant
Full AI ops Chief of Staff
Elite AI partnership Analytics COE Build-Out
Enterprise consulting AI / Agentic Strategy
Roadmap & execution Azure / Fabric Data Platform
Architecture & BI RAG & Copilot Deployment
Custom AI applications Coaching & Team Training

Company / Organization

Your Title

Industry

Almost done — your vision.

Last step — then review your answers before submitting.

How often do you want AI updates/briefings?

Daily briefings (morning summary)

Weekly summary

On-demand only — I'll ask when I need it

All of the above

How did you hear about Ron / Haley Consulting?

What would success look like in 90 days?

Anything else you want Ron to know before the call?

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Thank you for your answers!

Ron personally reviews every submission and will reach out within the next 24 hours to schedule time to meet.