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ClearPath Intake & Scoping

Operational Intelligence & AI Readiness
Tell us how your business operates today. We'll recommend the right tier and return a scoping brief for our discovery call.
ClearPath · Step 1 of 2
Section 1 of 6 · About 15–20 minutes total

What you're filling out — and why

This is the ClearPath intake. It captures how your business currently operates, where the friction is, and where you are on the automation & AI readiness curve. When you reach Section 6, the form will show you a preliminary tier recommendation — Clarity, Optimize, or Transform — with the rationale and fee. We'll confirm and finalize scope together on the discovery call.

⏱ 15–20 minutes · 6 sections · Save-on-submit
⚠ Please complete all Required fields before submitting.
① Your Business
② Current State
③ Friction & Pain
④ Systems & Tools
⑤ Automation & AI
⑥ Goals & Tier
SECTION 1 · BUSINESS CONTEXT

Tell Us About Your Business

Basic context that frames everything else. Takes about 3 minutes.
As it appears on your EIN, bank account, or Secretary of State registration.
CEO, COO, Operations Lead, Founder, etc.
One or two words — e.g., Professional Services, SaaS, Food Service, Nonprofit.
Plain language. No jargon. "We do X for Y."
Full-time employees, part-time, and regular contractors combined.
Approximate. Trailing 12 months.
City, state. Where the business is based.
Local, regional, national, or international.
SECTION 2 · CURRENT STATE

How Does Your Business Run Today?

The functional areas you operate, your growth stage, and your team structure. About 3 minutes.
Check every area where work is happening, even if informally or through one person wearing many hats.
Be honest — this is where ClearPath focuses its work. Bottlenecks, manual workarounds, "this doesn't scale" feelings, or things your team complains about.
Optional — a sentence or two is plenty. Who reports to whom, or what functional groups exist.
SECTION 3 · FRICTION & PAIN

Where Is It Hurting?

Rate the severity of pain across common friction categories, then tell us the story. About 4 minutes.
Why we ask this: This is the raw input for your Friction & Waste Register. The items you rate most severe will drive our scoping conversation and shape which functions get mapped first.
Rate each one based on how much it's actually hurting the business today.
Category
None
Mild
Moderate
Critical
One paragraph. Name it plainly — what breaks, who feels it, and what it costs you.
Optional. Tools you've bought, processes you've built, or people you've hired that didn't solve the problem.
Optional but powerful. This frames the business case for change.
SECTION 4 · SYSTEMS & TOOLS

What Systems Are You Running On Today?

A tool inventory and a self-rating of your data maturity. About 3 minutes.
Why we ask this: This feeds the AI Readiness Report and the Current State Systems Map. Be honest about what you actually use — if you paid for a CRM but no one logs in, that's a spreadsheet, not a CRM.
List the systems that are actively in use today. If a function isn't on a system, leave it blank or write "spreadsheets" or "none."
Function Tool(s) in use Adoption level
＋ Add another tool / function
Honest self-rating. This shapes the AI Readiness Report.
Some teams adopt new tools quickly; others resist. Be honest — this determines what's realistic in the roadmap.
SECTION 5 · AUTOMATION & AI POSTURE

Where Are You on the Automation & AI Curve?

Where you are today, where you want to go, and whether implementation is on the horizon. About 3 minutes.
Optional. Tell us what — successful or not. "We use Zapier to move leads from the form to the CRM," or "We tried an AI email tool but killed it."
SECTION 6 · GOALS & YOUR RECOMMENDED TIER

Where Are You Headed — and Which Tier Fits?

Tell us what success looks like. We'll show your preliminary tier recommendation. About 3 minutes.
Concrete, if you can. What changes? What do you see, know, or be able to do that you can't today?
When do you want to start this engagement?
Optional. ClearPath tiers are $3,500 · $7,500 · $12,000. Helpful to know where your budget sits.
Optional. Constraints, concerns, past experiences with consultants, or things you specifically want us to address.

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Arcpoint Advisory LLC · ClearPath Intake & Scoping · Confidential
Questions? waltonii.tl@arcpointadvisory.net