Needs Assessment | Riverglow

Operator intake

Give us the operating picture before the call.

This keeps the discovery call practical. We use the answers to focus on real constraints, likely leverage points, and the right implementation starting line.

About 2 minutes

Basic information

Start with the essentials.

We keep this light. The goal is context, not paperwork.

Name

Email address

Business name

Business snapshot

Show us the operating shape.

This helps frame what kinds of systems, workflows, and change management are realistic.

Team size

Pick the option that best reflects the current business.

Just meFounder-led and hands-on across most of the operation.2-5 peopleA small team where every hour still matters materially.5-10 peopleEarly operating structure with some specialization already in place.11-50 peopleGrowing systems, more coordination, and more process drag to clean up.50-100 peopleA larger team that needs tighter workflows and clearer leverage.100+ peopleEstablished operations with higher coordination and implementation stakes.

AI interest and motivation

What is driving the conversation now?

Select every pressure point that feels real today.

What's driving your interest in AI right now?

Multiple selections are expected if more than one issue is showing up at once.

Grow revenueImprove sales capacity, lead generation, or conversion work.Reduce manual workToo much time is disappearing into repetitive or administrative tasks.Do more with a small teamThe business needs more output without expanding headcount first.Keep pace with competitorsAI adoption elsewhere is creating real pressure to move now.Train the teamYour people need structure, guidance, and practical AI habits.Build something specificThere is already a concrete tool, workflow, or project in mind.Figure out where to startThe opportunity feels clear, but the first practical step does not.

Current AI experience

Tell us how far adoption has already gone.

We use this to calibrate whether the work starts with diagnosis, enablement, or implementation.

Have you used AI tools in your business before?

Choose the statement that best fits today.

Yes - we use them regularlyYou already have some AI habits or workflows in the business.We've tried a few things, but want to do moreThere is interest and some experimentation, but adoption is still partial.No - we're completely new to thisYou want a grounded starting point without having to self-educate first.

Timing and readiness

Match the timeline to the business.

Urgency changes the kind of engagement that actually makes sense.

When are you looking to get started?

Choose the timing that is closest to your actual decision window.

Just exploring for nowYou are gathering context before making a near-term move.Ready to start this monthThere is urgency and room to move quickly if the fit is right.Within the next 1-2 monthsYou are serious, with some planning and sequencing still needed.3+ months from nowYou want the roadmap in place before the implementation window opens.

Budget alignment

Set the working budget range.

This keeps recommendations grounded in the level of implementation you can realistically support.

What budget range are you considering?

This is directional. It helps us size the right first move.

Under $2,000Looking for a focused starting point or light advisory engagement.$2,000-$5,000Budget is available for a narrow implementation or targeted consulting.$5,000-$10,000You are considering a meaningful workflow build-out or structured engagement.$10,000-$25,000There is room for deeper implementation, systems work, and enablement.$25,000+You are budgeting for more substantial operational transformation work.

Contact

Where should we reach you?

We only use this to follow up around the assessment and scheduling.

Phone number

Anything else

Anything else we should know?

Add any context, constraints, goals, or questions that would help before the call.

Additional context