Confidential · Business Discovery Map

Let's map your business.
Together.

This short document helps us understand your organization before we meet — so our first conversation is strategic, not introductory.

1
Fill out
this form
2
Email it back
to Pagovision
3
We prepare
your AI roadmap
4
Strategic
meeting — ready

Instructions: Please complete all sections as accurately as possible. There are no right or wrong answers — the goal is to give Pagovision AI a clear picture of your current operations, challenges, and ambitions. This form takes approximately 10–15 minutes to complete. When done, use the Print / Save as PDF button and email it to discovery@pagovision.ai

PAGOVISION AI · CONFIDENTIAL DISCOVERY DOCUMENT · pagovision.ai
Section 1 of 4 · Company Profile
1
About Your Company
Help us understand who you are before we talk about where you're going.
2
Point of Contact
Who should Pagovision AI follow up with after reviewing this document?
Section 2 of 4 · Organizational Map
3
Map Your Organization
Name the key departments or functions in your business. Pagovision AI will sit at the center — connecting them all.
How to fill this in: Each box represents a department or function in your organization. Rename them to match your actual structure — or leave any blank if it doesn't apply. The center node is Pagovision AI: your future intelligence hub connecting every part of your business.
Your Company co-create value Pagovision AI Finance & Accounting Operations & Logistics Sales & Marketing Technology & IT Customer Success
Your Company
co-create value
Pagovision AI
Finance & Accounting
Sales & Marketing
Operations & Logistics
Technology & IT
Customer Success
Top-Left Department
Core (pre-set)
Top-Right Department
Bottom-Left Department
Bottom Center
Bottom-Right Department
Section 3 of 4 · Challenges & Priorities
4
Where Are the Biggest Friction Points?
Select all that apply. Be honest — this is where the value is.
5
AI Readiness & Priority Assessment
For each area below, rate your current state and how urgent it is to improve.
Business Area Current State Improvement Priority AI Potential (your view)
Data & Analytics
Sales & Revenue
Operations & Workflow
Customer Experience
Finance & Reporting
HR & Talent
Section 4 of 4 · Technology & Next Steps
6
Current Technology Stack
Select the tools and platforms your organization currently uses. Click to toggle.
CRM & Sales
Salesforce HubSpot Zoho CRM Pipedrive Microsoft Dynamics None yet
ERP & Operations
SAP Oracle NetSuite Microsoft Business Central QuickBooks Odoo None yet
Communication & Productivity
Microsoft 365 Google Workspace Slack Teams Asana Monday.com Jira
Data & Analytics
Power BI Tableau Looker Excel only Google Sheets only No formal tool
7
AI Readiness Check
A quick pulse check so Pagovision AI can tailor its approach to where you actually are.
8
Anything Else We Should Know?
Use this space freely — context always helps.

You're ready to send.

Save this as a PDF and email it to discovery@pagovision.ai — our team will review it within 24 hours and reach out to schedule your strategy session.

This document is confidential and intended solely for Pagovision AI.
Your information will never be shared, sold, or used for any purpose other than preparing for your strategy session.
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