SourceLedger — Readiness Intake

Company and contact

Let's start with who you are and who AI Business Consultants (AiBC) should contact.

Company name *

Website or primary domain

Industry or business type *

A one-line description of what your business does.

Company size

Primary contact name *

Primary contact email *

Role or title

Anything else we should know about who you are?

What should the AI help with?

Tell us what this assistant should help with. You do not need to configure GPT behavior here — AI Business Consultants (AiBC) handles that during managed setup.

Primary use case *

What should the AI assistant help your team do?

Who will use this assistant? *

A team, a function, or the whole company.

Example questions the assistant should handle

A few sample questions or tasks your team would ask. One per line.

Topics the assistant should not answer

Anything you specifically want the assistant to stay out of.

Source map

This maps source intent only. No documents are uploaded, connected, indexed, scanned, or exposed.

Important source materials *

What documents, policies, or knowledge should the assistant eventually rely on? One per line.

Where these sources live today

For example: Google Drive, SharePoint, internal wiki, file server, public websites.

How organized are these sources?

Who can approve source access?

Name or role of the person who decides what AI can see.

Known sensitive or restricted materials

PII, regulated content, contracts, financials, HR records, anything you want flagged for special handling.

Special requirements or custom requests

Anything specific you want this SourceLedger setup to support — compliance frameworks, integrations, access patterns, or other needs.

Review your readiness summary

This worksheet helps you organize the request. The next step is to send it to AI Business Consultants (AiBC) through the consultation form.

This intake does not submit documents. It is a readiness worksheet. No cloud resources are created, no sources are connected, and SourceLedger remains fail-closed until AI Business Consultants (AiBC) reviews the request and approves any setup.

Readiness summary

What happens next

Continue to the consultation form to send your request to AI Business Consultants (AiBC).
AiBC reviews the request, confirms fit, and follows up on details.
If it is a fit, SourceLedger setup begins only after that managed review.

This is a request for managed review, not an automatic deployment. Formal terms, payment, and onboarding may be handled separately.

I understand this intake does not connect or expose documents. *

I understand AI Business Consultants (AiBC) will review this before any provisioning begins. *