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Open Integrations settingsAI Guided Discovery
Answer a few foundational questions about your business and goals — the things only you can answer. We'll generate tailored AI prompts that recommend expert answers for the rest of your discovery form (CRM & automation, AI agents, brand, marketing, and website).
How this works
- 1. Fill out the questions below about your business, goals, and current setup.
- 2. We auto-build five tailored prompts — one per discovery area that doesn't need your direct opinion.
- 3. Copy each prompt into ChatGPT, Claude, or any AI. It interviews you briefly, then returns recommended answers in the exact format our discovery form expects.
- 4. Paste the answers into the matching sections of your Discovery Center.
Step 1 — Tell us about your business
0/11 answeredBusiness name
Industry
Business stage
What do you sell?
Products, services, or both — be specific.
Who is your target audience?
Your ideal customers — who they are and what they care about.
Which marketing channels are you using now?
Select all that apply.
What tools / systems do you use today?
CRM, scheduling, email, POS, spreadsheets — anything.
What are your top goals for the next 12 months?
What are your biggest challenges right now?
What's slowing you down or keeping you up at night.
Website status
Monthly marketing budget
Team size
Location / service area
Step 2 — Your AI prompts
Copy each prompt into ChatGPT or Claude. The AI will interview you briefly, then return recommended answers in the exact format our discovery form expects — paste them straight in.
Ready to fill out your discovery form?
Take your AI-generated answers and paste them into the matching sections of your Discovery Center.