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Use this form to scope one AI project.
Contact name
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Contact email
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Phone
Business name
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Main CRM and tools
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Current AI tools
Primary AI use case
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Select one
Support chat assistant
Internal knowledge helper
Follow up drafts
Summaries
Tagging and triage
Reporting
Other custom AI work
Project description
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Data sources for AI
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Restrictions
Teams using the AI
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Budget range
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Under 1500
1500 to 3000
3000 to 5000
Over 5000
Timeline
Success metrics
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