Blackline — AI Discovery Assessment

Business Profile

Company Name

Industry / Sector

Annual Revenue Range

Employee Count

Years in Operation

Business Model

B2B B2C Hybrid

Number of Locations

Brief Business Description (what you do / who you serve)

Technology Landscape

Core Business Software (ERP, CRM, POS, etc.)

Data Storage Environment

IT / Tech Support

AI / Automation Tools Already in Use

Overall Technology Comfort Level

1 — Minimal3 — Moderate5 — Advanced

Previous AI Attempts (what happened?)

Other Notes / Additional Context

Data Environment

Primary Data Types Collected

Data Centralization

Historical Data Depth

Data Quality (self-assessed)

1 — Poor3 — OK5 — Clean

Data Backups

Biggest Data Challenge (in your words)

Operations & Process Review

Rate each process: Pain (1=low, 5=critical) and note how it's currently handled. Skip rows that don't apply.

Process	How Done Today	Est. Hrs/Wk	Pain Level (1–5)	AI Fit?

Other Processes (add any not listed above)

Top Pain Points & Priorities

What's keeping you up at night? What are you most frustrated by?

What have you already tried to fix these problems?

What does success look like to you in 12 months?

Budget & Decision Process

Budget Range (project)

Decision Timeline

Decision Maker(s)

Internal Champion (who will drive this)?

Biggest Risk / Concern

Additional context on budget, timing, or constraints

Consultant Observations & Opportunities

Complete after the call — these feed directly into the AI Opportunity Summary.

Top AI & Technology Opportunities Identified (rank by impact)

Recommended Starting Point / First Project

Engagement Stage Recommendation

Additional Consultant Notes / Flags

File saves as [CompanyName]_AI_Discovery_[Date].html — move to your /Blackline Clients/[Company]/ folder.