Prepare the interview before recommending automation.
A guided setup for Acme Demo Team: business context, outcome priorities, systems map seed, and approval posture before the interview begins. Local preview only - no database, integrations, or real AI runtime.
Prepare a entrevista antes de recomendar automação. contexto da empresa, prioridades de resultado, mapa inicial de sistemas e postura de aprovação antes da entrevista começar. Prévia local apenas - sem banco de dados, integrações ou execução real de IA.
Plain-language choices for non-technical owners.
Maps existing tools before suggesting change.
Sensitive actions stay human-approved.
This workspace helps the operator ask better questions without pretending to connect tools or run real AI yet.
Business Snapshot
Start with the few details that make the interview feel specific, useful, and respectful.
Comece com poucos detalhes que deixam a entrevista específica, útil e respeitosa.
This helps us show better examples and ask smarter questions. It does not limit the audit.
Use this path when the owner is describing the business out loud and you want the interview to help classify it later.
Business name
A short label keeps the workspace oriented. It can be changed later.
Choose the closest owner-friendly profile
This only tailors examples. It does not limit the audit.
What is the business best known for?
Search, select more than one, or add a custom service if the list is too narrow.
Secondary services, specialties, and operating tags
Use these only if they help. Skipping is normal.
Add-ons beyond the main work, like irrigation with landscaping.
Short phrases are perfect: historic plaster repair, emergency cleanup, VIP events.
Optional tags that shape examples and follow-up questions.
Digital Presence & Marketing Channels
Help us understand where customers find this business and whether marketing spend or follow-up should be reviewed.
Ajude a entender onde os clientes encontram esta empresa e se investimento em marketing ou follow-up deve ser revisado.
Public Presence
Start with the places customers use to verify the business before they call, message, or book.
Comece pelos lugares que clientes usam para validar a empresa antes de ligar, mandar mensagem ou agendar.
Select the public social channels that matter today.
Places where public listings or marketplace leads may arrive.
Lead & Contact Channels
Capture the channels where a new inquiry can turn into a real conversation.
Capture os canais onde uma nova consulta pode virar uma conversa real.
Where customers can start or continue a lead conversation.
Ownership & Response Expectations
Clarify who checks each channel and what response speed the owner expects.
Clareie quem olha cada canal e qual velocidade de resposta o dono espera.
Who is responsible for noticing and following up with these leads?
This helps interpret speed-to-lead risk without making promises.
This helps connect marketing spend to Lead Response / Missed Lead Rescue and owner visibility later.
Paid Ads & Lead Sources
Keep paid channels separate from organic visibility so spend, trust, and follow-up can be reviewed safely.
Mantenha canais pagos separados da visibilidade orgânica para revisar investimento, confiança e follow-up com segurança.
This only frames the interview. It does not connect ad accounts or change spend.
Early read
Local diagnostic summary only. Use it to frame the next questions; it does not run AI or connect tools.
Resumo diagnóstico local apenas. Use para orientar as próximas perguntas; não roda IA nem conecta ferramentas.
- Public presence
- Needs review
- Needs review
- Lead intake
- Not captured yet
- Not captured yet
- Ownership
- Missing owner
- Missing owner
- Response expectation
- Response time undefined
- Response time undefined
- Paid spend
- Not captured yet
- Not captured yet
Still needed: choose a business type, or use Not sure - help me.