Jarvis for CEO

Discovery Questionnaire — Every answer directly influences what we build for you. Zero filler, total optimization.

Contact Info

Primary Client Context

Full Name *

Email Address *

Company

Phone Number

Section 01

Vision & Priorities

1.1 In one sentence, what do you wish you had a "person" handling for you every day that you currently do yourself?

1.2 What are the 3 tasks that drain the most of your mental energy every week?

1.3 What is one decision you make repeatedly that you feel could be systemized?

Section 02

Data Sources & Tool Access

2.1 Is your company primarily on Google Workspace or Microsoft 365?

2.2 What tools do you use daily? (CRM, project management, comms, finance)

2.3 What data sources should Jarvis have read access to from Day 1?

2.4 Are there any tools Jarvis should be able to take actions in? (send emails, create tasks, update CRM)

Section 03

Team & Access Model

3.1 Jarvis is your personal assistant — only you have full access. Should any specific people also be able to initiate conversations with Jarvis directly, with a limited view of your context?

3.2 How many direct reports do you have? What are their roles?

Section 04

Jarvis Personality & Voice

4.1 What tone should Jarvis have?

Formal & executive Friendly & warm Sharp & witty Direct & minimal

4.2 Give an example of how you want Jarvis to start a morning briefing.

4.3 Are there any phrases, tones, or communication styles Jarvis should NEVER use?

Section 05

Privacy & Trust Boundaries

5.1 What categories of data should NEVER go through cloud AI models?

5.2 AI processing preference

Cloud AI is fine for everything Local / on-premise models only Hybrid — cloud for low-risk, local for sensitive

Section 06

Timeline

6.1 When do you want the first working version of Jarvis?

6.2 Is there a specific event, board meeting, or milestone this needs to be ready before?

6.3 Anything else critical we should know before we start building?

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