Let’s build an AI System for your Business

Thank you for letting Tracsoft partner with you and your business. We will be in touch to take the next step.

The AI Business Intake Form

Use this form to provide us with the information to build your AI Cowork business HQ. This form will take you about 15-20 minutes to complete. The more details you provide, the better the results will be.

Step 1 of 7

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AI Setup | Get Started

1. Business Basics

This form must be completed before we schedule the date to setup your AI Cowork. It takes about 15–20 minutes and allows us to build everything during our time together rather than spending it asking questions. The more detail you provide, the better your system will perform.

Business Name(Required)

The full legal or trading name you use with customers.

Personal Email(Required)

Your Name & Role(Required)

E.g. “Jane Smith, Owner” or “Marcus Davis, Executive Director”

Industry/Type of Business(Required)

E.g. “Residential HVAC contractor”, “Nonprofit food pantry”, “Independent insurance agency”

How long have you been in business?(Required)

What cities and areas do you primarily serve?(Required)

Be specific — “Columbus and Phenix City” vs just “Georgia”

Website

The URL of your business website.

In 2–3 sentences, describe what your business does and who it helps(Required)

Write this the way you’d explain it to a stranger at a networking event — not a formal mission statement.

This becomes the foundation of your CompanyHQ business context file. Every AI response your system generates will be grounded in this description.

Your Ideal Customer

Your Chief of Staff and all content agents need to know exactly who they’re speaking to. Vague audience descriptions produce generic output.

Who is your best customer? Describe them in detail.(Required)

Age, profession, situation, what they care about, what keeps them up at night. The more specific the better.

What problem do you solve for them?(Required)

What were they struggling with before they found you? What does life look like after working with you?

What objections do customers usually have before hiring you?(Required)

Price, timing, trust, alternatives — what do they hesitate about?

What do customers say they love most about working with you?(Required)

Copy from actual reviews or testimonials if you have them, exact words are gold.

Your Daily Work & Priorities

Your Chief of Staff filters and prioritizes your daily brief based on these goals, so urgent emails about a low-priority topic don’t crowd out what actually matters. Remember, more details the better.

What does a typical workday look like for you?(Required)

Walk us through morning to end of day. What do you spend most of your time on? What do you wish you spent less time on?

What are your top 3 business priorities right now?(Required)

E.g. “Get 5 new clients this quarter”, “Launch our new service”, “Reduce time spent on admin tasks”

What email account should the Chief of Staff connect to?(Required)

Gmail or Outlook? Provide the email address. We’ll walk through the connection in the session.

What calendar(s) do you use?(Required)

Google Calendar

Outlook/MS365

Apple Calendar

Other

Other Calendar you use

Do you use a CRM? If so, which one?

HubSpot, Salesforce, GoHighLevel, etc. If you don’t have one, just say “no CRM” — that’s fine.

What types of emails eat the most of your time?(Required)

E.g. client follow-ups, vendor invoices, scheduling, questions you answer repeatedly.

What would your perfect morning brief look like?(Required)

If you opened your laptop and everything was already organized for you — what would you want to see first?

Goals & Expectations

What's the #1 thing you hope to walk away with from this session?(Required)

What's your biggest frustration with marketing your business right now?(Required)

Be candid. This helps us tailor the session to solve your real problem, not a generic one.

Is there anything specific you want to make sure we cover or build?(Required)

Anything else we should know before we meet?(Required)

Let’s build an AI System for your Business

The AI Business Intake Form

AI Setup | Get Started

1. Business Basics

Your Ideal Customer

Brand Voice & Personality

Your Daily Work & Priorities

Online Presence & AI Visibility

Claude Account & Tech Access

Goals & Expectations

Our Locations

North Columbus Location

Uptown Columbus Location

Helpful Links

Let’s build an AI System for your Business

The AI Business Intake Form

AI Setup | Get Started

1. Business Basics

Your Ideal Customer

Brand Voice & Personality

Your Daily Work & Priorities

Online Presence & AI Visibility

Claude Account & Tech Access

Goals & Expectations

Footer

Our Locations

North Columbus Location

Uptown Columbus Location

Helpful Links