# Pre-discovery intake: where are you with AI today? | Bamboo Digital > The 8-minute intake that makes your discovery call twice as useful: your tools, your workflows, your busywork math, and where you sit on the AI ladder. Canonical: https://bamboodigital.io/intake --- Before the call # 8 minutes that make the call twice as useful. No wrong answers. Half-filled is fine; we finish it together on the call. Every term is explained where it appears, and your busywork math computes itself. The AI-native way to fill this out ## Let an AI walk you through it. Paste this into Claude, ChatGPT, or Gemini along with a link to this page, and it will interview you section by section, explain any term, and draft your answers. That experience, AI doing the work instead of just answering, is the whole point of the engagement. You are my AI guide. Walk me through Bamboo Digital's intake questionnaire at bamboodigital.io/intake, one section at a time. Ask each question in plain language, explain unfamiliar terms with a quick example, suggest which answer fits, and keep a copy-pasteable summary of my answers. Be honest about where I land on the ladder. Start with section 1 and wait for me. This long intake is optional. It makes the discovery call sharper, but if you only want to book time, use [the shorter form on /start](https://bamboodigital.io/start#booking). All 6 steps ### 1 · The basics NameEmailRole, and what you doSuccess in 90 days looks like ### 2 · Tools and models Which do you use? (all that apply) ChatGPT Claude Gemini Grok Copilot Perplexity A coding agent None yet The one you reach for first, and whyWhat do you pay for? (tiers, other paid tools)Used anything beyond chatbots? Airtable, Notion, or a database Zapier, Make, or another automation tool ElevenLabs or AI voice A voice agent or phone assistant Custom GPTs or Claude Projects A knowledge base the AI reads from An API, or something you would call built None of these ### 3 · How you use AI "To me, AI is basically a \_\_\_\_\_\_" (a smarter Google? an intern? a system I run?)Last useful thing you got AI to doWhen the output is bad, I: Give up and do it myself Reword once Iterate till it is right Have it critique itself I give the AI context up front (goal, audience, examples): Rarely, one-liners Sometimes Always set up a brief I review AI's work before using it: I just trust it I usually discard it I review and correct deliberately ### 4 · The agentic stuff (honest answers; "no idea" is common and fine) In your words: what is the difference between a chatbot and an AI agent?A knowledge base is a written store of your rules, voice, and data the AI reads before acting. Where are you? Never heard the idea Heard it, fuzzy I get it, have not built one I have one the AI actually uses Today, where does your AI get YOUR context from? Nowhere, I re-explain each time Copy-paste when I remember Saved prompts or a Project A real knowledge base it reads Would an assistant that answers from your data, in your voice, with sources, be valuable? Not yet Maybe Yes, that is the dream ### 5 · Where you would apply it Pick your top 3 Marketing and content Operations (SOPs, scheduling, docs) Automation (tasks running without you) Sales and outreach Customer replies and support Research and analysis Personal productivity One weekly task you would love to never do manually againIf AI could automate anything, no limits: what would you hand off first? (1-3 things)The busywork math x One delay, dropped ball, or mistake in the last 90 days a system could have caughtA voice or brand standard your AI work must match? Yes, documented Yes, in my head No standard yet ### 6 · Working style and fit I learn best when you: Show me live, I follow Give me a system or a checklist Explain the why first Hand me homework Biggest worry about leaning on AIWhat has gotten in the way before: No time YouTube did not stick Too many tools Did not know what mattered If you reclaimed those hours, what would you spend them on? (the real reason this matters)The ladder: where are you today? User Operator Workflow Builder Delegator Orchestrator And where do you want to be in 90 days? (the gap is what we close) User Operator Workflow Builder Delegator Orchestrator If we could build that, how soon would you want to start? Now, I am ready This quarter Still exploring Anything else I should know Send my answers[Or email them instead](mailto:blake@bamboodigital.io?subject=Intake%20questionnaire&body=Name%3A%20%0ARole%3A%20%0ASuccess%20in%2090%20days%3A%20%0ATools%3A%20%0APaid%20tiers%3A%20%0ABeyond%20chatbots%3A%20%0AAI%20is%20basically%3A%20%0ALast%20useful%20thing%3A%20%0ABad%20output%3A%20%20%7C%20Context%20up%20front%3A%20%20%7C%20Review%3A%20%0AChatbot%20vs%20agent%2C%20in%20their%20words%3A%20%0AKnowledge%20base%20status%3A%20%20%7C%20Context%20source%3A%20%20%7C%20Grounded%20assistant%20valuable%3A%20%0AApply%20first%3A%20%0ANever%20again%3A%20%0ADream%20handoffs%3A%20%0ABusywork%20math%3A%20%20hrs%2Fwk%20x%20%24%2Fhr%20%3D%20%240%2Fwk%20%3D%20%240%2Fyr%0AA%20miss%20a%20system%20could%20have%20caught%3A%20%0AVoice%20standard%3A%20%0ALearns%20best%3A%20%20%7C%20Worry%3A%20%20%7C%20Blocked%20before%3A%20%0AReclaimed%20hours%20go%20to%3A%20%0ALadder%20today%3A%20%20%7C%20in%2090%20days%3A%20%20%7C%20Start%3A%20%0AAnything%20else%3A%20) --- Site overview for agents: https://bamboodigital.io/llms.txt Every article, full text: https://bamboodigital.io/llms-full.txt All URLs: https://bamboodigital.io/sitemap.xml