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AI Readiness & Roadmap · IntakeOur process

Before We Talk — Ten Quick Questions

Five minutes, short answers, nothing confidential. All fields are required; “none” or “unsure” is welcome. The deeper questionnaire and documents come after an NDA. Contact email lets K3 reply; no phone or upload is requested.

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Why nowWhat's prompting this conversation now? (e.g., a client asked about our AI use, competitive pressure, cost, a specific incident, general strategy)

Nothing confidential — just enough to prepare for a conversation.

Your operational bottleneckWhat is your single biggest operational bottleneck today — the one process that most limits growth or burns the most skilled time?

Nothing confidential — just enough to prepare for a conversation.

Question 3In one or two sentences: if AI is working well for you a year from now, what does that look like?

Nothing confidential — just enough to prepare for a conversation.

Question 4Top three things you'd like AI to help with first

Nothing confidential — just enough to prepare for a conversation.

Question 5Where does your operational data mostly live today?

Nothing confidential — just enough to prepare for a conversation.

Question 6Which AI tools are in use today, as far as you know — officially licensed or informally adopted? (names only; no details needed)

Nothing confidential — just enough to prepare for a conversation.

Question 7Do you serve clients in regulated industries (financial services, healthcare, government, etc.)?

Nothing confidential — just enough to prepare for a conversation.

Question 8Has any client, partner, or insurer asked about your AI use — a questionnaire, contract language, or informal question?

Nothing confidential — just enough to prepare for a conversation.

Question 9Do you have internal technical staff (IT / developers) who would be involved?

Nothing confidential — just enough to prepare for a conversation.

Question 10Any dates driving your timeline (client commitments, renewals, launches, audits)? Who else will join our call?

Nothing confidential — just enough to prepare for a conversation.

How can K3 reply?

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