top of page

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

Business Information

Industry
Company Size

Consultation Focus

What best describes what you are looking for?

Business Challenge

Current Process

Is the process currently manual, repetitive, or time-consuming?
Yes
No
Somewhat
Not sure
How often does this process occur?
Approximately how much time is currently spent on this process?

Data and Systems

What types of information are involved? Select all that apply.

Security and Sensitivity

Does this process involve sensitive or confidential information?
Yes
No
Not sure
If yes, what type of information is involved?

Desired Outcome

What would be a successful AI or automation solution help you accomplish? Select all that apply.

Timeline & Preferred Contact

When are you hoping to begin exploring or implementing a solution?
Immediately
Within 30 days
Within 1-3 months
Within 3-6 months
Later this year
Just exploring
Preferred method of contact:
Email
Phone
Video call
Preferred consultation format:
Phone call
Virtual meeting
In-person meeting
bottom of page