AI Discovery

If you are looking for assistance implementing AI workflows in your work or business and would like to work out a plan, time scale and costing, please fill out our discovery form below.

About You

A few quick details so we know who we are talking to.

Name *

First

Last

Email *

Phone (optional)

Business / Organisation Name *

Your Location *

City and country - helps us with time zones and language.

Website URL

If you have a website we can take a look at, please share the URL.

Industry / Niche *

What sector or industry is your business in?

Business Size *

Approximate number of full-time staff.

Just me (solo)
2-10 people
11-50 people
51-200 people
200+ people

Where you are with AI today

This helps us understand your starting point so we can recommend the right services.

Current AI Usage *

How would you describe your current AI usage as a business?

None - we haven't started
Just exploring - early experiments
Some teams use it ad-hoc
Embedded across the business
We've already built custom AI tools

AI Tools Currently Used

Tick any AI tools your team is already using.

ChatGPT (OpenAI)
Claude (Anthropic)
Gemini (Google)
Microsoft Copilot
Perplexity
NotebookLM
Zapier / Make / n8n automations
Custom builds (in-house or commissioned)
Other
None yet

What's Prompted You to Look at AI Now? *

A few sentences on the trigger - cost pressure, competitor activity, leadership push, curiosity.

Hoped Outcomes *

What outcomes are you hoping AI will deliver? Tick all that apply.

Save time on repetitive work
Improve customer experience
Unlock knowledge trapped in our systems
Reduce operational costs
Build new capabilities or products
Stay competitive in our market
Free up senior staff for higher-value work
Other

Which services are you interested in?

Select any that apply - the questions below will adapt based on your selection. If you are not sure, just tick the last option and we will figure it out together.

Which Services Are You Interested In? *

AI Audit
AI Strategy & Roadmap
AI Builds & Automations
AIOS (AI Operating System)
AI Training
AI Partner Retainer
I'm not sure - I want to discuss

About Your AI Audit

An AI Audit identifies the highest-value opportunities to use AI in your business. These questions help us scope the work.

Areas to Audit *

Which areas of the business would you like audited?

Operations
Marketing
Sales
Customer service
Finance / Admin
HR & Recruitment
Product / R&D
Whole business

Biggest Pain Point or Repetitive Process *

Describe the single biggest pain point or repetitive workflow that is eating time or causing problems.

Process Documentation

Do you have documented processes or SOPs we could review?

Yes - well documented
Some documentation exists
No - mostly tribal knowledge

Previous AI Assessment

Have you had any kind of AI assessment or audit done before?

Yes - and we've acted on it
Yes - but it sat on a shelf
No - this would be a first

About Your AI Strategy & Roadmap

Strategy work turns audit findings into a sequenced plan you can execute against.

Existing AI Strategy *

Do you have an existing AI strategy?

Yes - formal, written
Yes - informal / in our heads
No strategy in place

Implementation Timeline *

What's your timeline for implementing AI initiatives?

0-3 months
3-6 months
6-12 months
12+ months
Not decided

Internal Stakeholders

Who else will be involved in shaping the strategy? (roles, not names)

Audit Already Completed?

Have you already completed an AI Audit (with us or another provider)?

Yes - with Pixelloop
Yes - with another provider
No - not yet

About Your AI Build or Automation

Tell us about the workflows or tools you would like us to design and build.

Processes to Automate *

Describe the specific processes, tasks or workflows you want to automate or augment with AI.

Systems to Integrate With

Which existing systems would the AI builds need to connect with?

CRM (HubSpot, Salesforce, Pipedrive)
Email / Inbox
Helpdesk / Support tools (Zendesk, Intercom)
Accounting (Xero, QuickBooks)
eCommerce platform (WooCommerce, Shopify)
Calendar / Scheduling
Documents / Drive / SharePoint
Marketing platforms
Internal apps / databases
Other

Self-Build Attempts

Have you tried building any AI tools or automations yourselves?

Yes - successfully
Yes - but got stuck
No - this is new ground

Preferred Tools or Platforms

Any specific tools, models, or platforms you want us to use? (e.g. Claude, OpenAI, Zapier, n8n)

About Your AIOS (AI Operating System)

Your AIOS is a private AI platform connected to your business knowledge. These questions help us understand what to connect and build around.

Knowledge Sources to Connect *

Which knowledge sources would you want your AIOS to connect to?

Email (Gmail / Outlook)
Google Drive / SharePoint / OneDrive
Notion
CRM data
Helpdesk / Support tickets
Knowledge base / wiki
Internal documentation / SOPs
Customer chats / transcripts
Project management (Asana / ClickUp / Jira / Trello)
Accounting / financial data
Website content
Other

Where Knowledge Lives Today *

Where does most of your business knowledge currently live? Be honest - "in everyone's heads" is a valid answer.

Number of Users *

Roughly how many people would use the AIOS?

1-5 users
6-20 users
21-50 users
51-100 users
100+ users

Key Questions to Answer *

What are the main questions or tasks you would want the AIOS to handle? Three or four examples is plenty.

Compliance Requirements

Any data privacy or compliance requirements we need to design around?

GDPR / UK GDPR
HIPAA
SOC 2
ISO 27001
PCI-DSS
Industry-specific (legal, financial, healthcare)
None I'm aware of
Not sure

About Your AI Training

Practical, hands-on training tailored to your team and tools.

Number of People to Train *

How many people need training?

1-5 people
6-20 people
21-50 people
51-100 people
100+ people

Current Proficiency *

Current AI proficiency level of the group.

Beginner - little to no exposure
Mixed - some users, some not
Intermediate - regular users
Advanced - want to go deeper

Roles to Train *

Which roles or departments need training?

Leadership / Executives
Marketing
Sales
Customer service
Operations
Finance / Admin
HR
Technical / Engineering
Whole company

Preferred Format *

Preferred training format(s).

In-person workshops
Live remote sessions
Recorded async modules
Hybrid

Training Focus

Specific tools or topics to focus on.

Claude
ChatGPT
Gemini
Microsoft Copilot
Prompt engineering
Custom GPTs / Claude Projects
General AI fluency
Tool selection & evaluation
AI for specific role

Training Timeline

When would you want training delivered?

ASAP
Within 1 month
1-3 months
Flexible

About Your AI Partner Retainer

An ongoing engagement where we act as your fractional AI Lead.

Retainer vs Project *

What's prompting interest in an ongoing retainer rather than a one-off project?

Existing AI Builds to Manage

Are there existing AI builds we'd be managing?

Yes - several
Yes - one or two
No - we would build from scratch

Estimated Hours per Month

Roughly how many hours of support per month?

Less than 10 hours/month
10-20 hours/month
20-40 hours/month
40+ hours/month
Not sure - happy to discuss

Tell us a bit more

No worries - lots of people start here. Give us a sense of your situation and we will help you figure out where to begin.

What Brought You Here? *

Tell us about your situation and what you are trying to figure out.

Final Details

Last few questions and we are done.

Budget Range

Approximate budget range for this engagement (helps us scope realistically).

Under £5k / $6k
£5k-£10k / $6k-$12k
£10k-£25k / $12k-$30k
£25k-£50k / $30k-$60k
£50k+ / $60k+
Not sure yet
Prefer to discuss

Project Timeline

When would you like to start?

ASAP
Within 1 month
1-3 months
3-6 months
6+ months
Flexible

Decision Makers

Who else will be involved in the decision-making process?

How Did You Hear About Us?

Google search
Referral from a colleague or contact
Social media
Event or conference
Other

Anything Else?

Anything else you would like us to know before we get back to you?

Privacy & Consent *

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