Step 1 of 5

Tell us who you are.

So we know who we're talking to and can reply to the right inbox.

First namePlease enter your first name.

Last namePlease enter your last name.

Work emailPlease enter a valid work email.

OrganizationPlease enter your organization.

Your rolePlease enter your role.

Organization type

Manufacturer Charter School Authorizer School District or ISD Other Public Agency Private Company (other) Nonprofit / Other

Please choose one.

Organization size (staff headcount)

Under 50 50–250 250–2,000 Over 2,000

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Step 2 of 5

Where does your data live today?

Honest answers help. "Messy" is normal. "Nowhere" is useful to know.

Which of these do you use? Select all that apply

ERP / MES / production systems Student Information System (SIS) Assessment / accountability platforms SQL databases or a data warehouse A BI or dashboard platform Mostly spreadsheets and email

Please select at least one.

How does reporting happen today?

Manual exports, assembled by hand each cycle Some dashboards, but people still rebuild numbers in spreadsheets Centralized BI that most people trust Honestly, not sure

Please choose one.

If a board member asked for a key number tomorrow, how confident are you it would be right?

1 2 3 4 5

We'd be guessingFully confident

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Step 3 of 5

What do you want AI to actually do?

Pick what resonates. "Not sure yet" is a legitimate answer and a common reason people start here.

Goals Select all that apply

Automate recurring reports and board packets Forecasting (enrollment, demand, performance) Ask questions of our own documents (private LLM) Quality, production, or operations analytics Clean up the data foundation first Not sure yet, that's why we're here

Please select at least one.

What has your organization tried so far?

Nothing formal yet Individuals use AI chat tools on their own We piloted a tool and it stalledUsually a data or ownership problem. Good sign you're ready for this. We have something in production

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Biggest obstacle right now?

Data quality or trust No one owns it internally Security, privacy, or compliance Budget Don't know where to start Too many vendor pitches, no independent view

Please choose one.

Step 4 of 5

How ready are you to move?

This helps us reply with the right next step, not a generic pitch.

$7,500fixed · two to three weeks

The assessment is priced the same for everyone. We'd rather you know now than on a call.

Is that investment within reach for your organization?

Yes, we can move on that Likely, but I need to confirm internally Not right now, I'm gathering information

Please choose one.

When would you want to start?

In the next 30 days This quarter In 6–12 months Just exploring

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Your role in the decision

I can approve this I recommend; someone else approves I'm researching for others

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Step 5 of 5

Anything we should know?

Optional, but the best first calls start with a specific problem.

What prompted you to look into this now? optional

Phone optional

How did you hear about us? optional Select one…Referral from a colleagueLinkedInSearchConference or eventExisting clientOther

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