Aptly: AI Opportunity Assessment Intake

About you & your business

The basics

Your name *

Please add your name.

Email *

Please add a valid email.

Business name *

Please add your business name.

Phone / WhatsApp (optional)

Website or social link (optional)

What does your business do? *

A sentence is plenty, just what you do and who you serve.

A quick description helps us tailor the report.

Team size *

Please choose a range.

Years in business (optional)

Your current setup

What you run on

What tools or platforms do you use today? *

Anything key, e.g. WhatsApp, Excel, QuickBooks, a CRM, Google Drive, whatever you track work in.

Even a rough list helps us check what integrates.

How would you describe your team's comfort with tech? *

Low, we keep it simple Moderate High, we're comfortable

Please pick one.

Anyone technical in-house? *

A developer or IT person changes which tools we'd suggest.

Yes No Occasionally, via a freelancer

Please pick one.

Where the hours go

The important part

What eats the most time in your week? *

The repetitive, draining tasks. Be specific, this is what we optimise around.

This is the heart of the report, a few lines please.

Which areas are you curious about AI helping with? (pick any)

Customer enquiries & support Quotes & proposals Marketing & content Sales & follow-up Operations & admin Documents & paperwork Finance & invoicing Not sure, you tell me

If you could fix just one thing, what would it be? *

Your single biggest frustration. This sets our top priority.

Tell us the one thing, it shapes everything.

Tried any AI tools already? How did it go? (optional)

Scope & constraints

So we stay realistic

How would you like to work with us? *

No commitment, it just helps us pitch the report at the right level.

Just the report and recommendations, we'll take it from there The report, plus a hand setting the tools up Done-for-you, set it all up and train the team Not sure yet, advise me

Please pick one.

Rough monthly budget for tools *

A rough range keeps our picks realistic.

How soon do you want to act? *

Please choose one.

Anything off the table? (optional)

Tools you won't use, data you can't share, compliance rules, languages you need supported.

The outcome you want

Almost done

What would make this report a success for you? *

The decision you're trying to make, or what you'd love to walk away knowing.

Tell us what a win looks like.

Anything else we should know? (optional)

Please tick this to continue.

Your details are used only to prepare your assessment. We never sell your data.

Got it, thank you.

We've received your details and we're on it. We'll be in touch soon with the next steps for your AI Opportunity Assessment.

Didn't mean to submit? Email us at info@aptlyservices.com and we'll sort it out.