Proof Snapshot — Intake

Section 1 of 4

Company Information

Basic context so we can tailor the analysis.

Company Name *

Your Name *

Your Role

Work Email *

Number of Employees

Industry

Who owns AI purchasing decisions?

Section 2 of 4

AI Tool Inventory

List every AI tool your company pays for. Include tools bought by individuals if expensed. Don't worry about being perfect — we'll help fill gaps during analysis.

Tool 1

Tool Name *

Monthly Cost

Licensed Seats

Active Users (last 30 days)

Best guess is fine

Primary Department

What do they use it for?

Renewal Date (if known)

Section 3 of 4

Impact Assessment

Help us understand which tools matter most and where you suspect waste.

Which AI tools could your team NOT live without? (Top 3)

Which AI tools are you unsure about the value of?

Have you measured ROI on any AI tool?

Do you have an AI usage policy or guidelines document?

Estimated annual technology budget (total, not just AI)

Section 4 of 4

Review & Submit

Anything else we should know? Then hit submit — we'll have your Proof Snapshot ready in 5 business days.

Anything else we should know about your AI usage or spending?

Preferred contact method for the readout call

What happens next: We'll analyze your AI tool inventory, classify every dollar, score each tool, identify waste, and build your one-page executive brief. You'll receive your Snapshot and a 30-minute readout call within 5 business days.

Intake received.

We're on it. Your Proof Snapshot and executive brief will be ready within 5 business days. We'll reach out to schedule your 30-minute readout call.

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