Identity
Company name, website, contact name, contact email, industry, team size, current stage, and main customer type.
Founder basics
Company snapshot
Current tools
List the tools already in use: HubSpot, Zendesk, Gmail, Stripe, Notion, Slack, QuickBooks, spreadsheets, custom apps, or anything else.
Deadline
Tell us whether this is urgent, tied to a customer, partner, marketplace, investor, grant, or internal launch deadline.
Workflow need
The core questions
Biggest bottleneck
What workflow currently wastes the most time, money, or attention?
Customer pain
What do customers, users, clients, or team members complain about most?
AI target
What do you want AI to handle first: email, tickets, documents, contracts, sales, support, compliance, follow-up, or something else?
Available material
Can you share sample tickets, emails, forms, docs, workflows, screenshots, or anonymized examples?
Readiness + routing
Partner and build gates
Insurance readiness
Do you currently have business insurance? Are you looking for cyber, professional liability, founder-risk, or other business coverage?
Compliance or security
Are there vendor, customer, security, legal, privacy, or compliance requirements we should factor into the packet?
Referral consent
If the packet reveals a partner fit, do you consent to RFL making an introduction? Yes, no, or ask first.
Boundary
What this packet is and is not.
This is operational review and AI workflow planning. It is not legal, tax, insurance, medical, or financial advice. The packet gives a clear next-step plan and can support implementation scoping or partner routing with consent.