Business Overview

Take a few minutes to fill this out before your first FlexFlow session. Your answers help us understand where your business stands today so we can make session one as productive as possible. Don't overthink it, quick gut-level answers are perfect.

Your Details
Main Contacts
Business Health Check

How would you grade each area of your business? Rate each function with a letter grade (A–F).

AI Fluency
Marketing
Sales
Operations
Admin & HR
Finance
Company Size
Tech Audit

List the software tools your team uses day-to-day. Your best guess is fine. There are no wrong answers. LLM stands for large language model, meaning an AI chat tool such as ChatGPT, Claude, Gemini, or Microsoft Copilot.

LLM (AI Chat Tool)
LLM Plan / Tier
CRM
Project Management Tool
Productivity Platform
File Storage
Communication Tool(s)
Other Tools
Constraints

Every business faces constraints: either not enough demand, or not enough capacity to keep up with it. Select what applies to you (you can pick both), then answer the questions below. These are the inputs that shape what we build together in your sessions.

Anything Else

Use this space for anything that doesn't fit neatly above. Things you want to make sure we address, ideas you've been sitting on, or questions you want to bring to session one. Nothing is too small or too vague. If we already identified opportunities or action items during your discovery call, no need to repeat them here. This is just for anything new or additional.