Schedule an AI Strategy Consultation

Initial Intake Form for Prospective Clients

Thank you for your interest in CSI Professional Services. Please complete this short form so we can better understand your business goals, current challenges, and potential AI opportunities before your consultation.

Our goal is to make the initial conversation practical, focused, and aligned to where AI may create measurable value for your organization.

Contact Information

First name

Last name

Company name

Email

Phone

Company Website

Business Information

Consultation Focus

What best describes what you are looking for?

Explore how AI could help my business

Automate a specific process

Develop an AI strategy or roadmap

Improve reporting, decision-making, or data visibility

Reduce manual work or repetitive tasks

Improve customer or employee experience

I am not sure yet and would like guidance

Business Challenge

What business problem, opportunity, or workflow would you like to discuss?

Current Process

Is the process currently manual, repetitive, or time-consuming?

Yes

No

Somewhat

Not sure

Approximately how much time is currently spent on this process?

Briefly explain the process and frequency:

Data and Systems

What systems or tools are currently involved? Example: Excel, Quickbooks, Salesforce, ERP, email, shared folders, internal databases, etc.

Security and Sensitivity

Does this process involve sensitive or confidential information?

Yes

No

Not sure

Desired Outcome

What would make the consultation valuable for you?

Timeline & Preferred Contact

Preferred method of contact:

Email

Phone

Video call

Preferred consultation format:

Phone call

Virtual meeting

In-person meeting