EIC — Sales Operations Intake

We're designing EIOS — the Enrollment Intelligence Operating System — to automate the manual analysis your team does today and surface insights that are currently impossible to see in real time. Before we build anything, we need to understand exactly how your team operates, what data you work with, and where the biggest blind spots are.

This covers you and your team. Take as much space as you need — the more specific you are, the better we can design for the actual problems. Your answers are saved automatically as you type.

1 — About You & Your Team

Start with the basics. We want to understand who is on your team and what each person is primarily responsible for.

Your full name *

Your role title *

Team size (including you)

Describe each team member's primary focusOne or two sentences per person is fine. Include yourself. We want to understand how the work is split across the team.

2 — How Your Team Operates Day-to-Day

Walk us through the actual work. We want to understand the rhythm of your team — what happens routinely, what requires human judgment, and what takes up time without feeling worth it.

Walk me through a typical week for your teamWhat does Monday look like? What happens by end of week? What are the recurring rhythms — daily, weekly, monthly?

Which activities require your team's expertise and judgment?These are things a system probably couldn't do — interpreting ambiguous data, making calls that require context, managing exceptions. List them specifically.Approximately how many hours per week does your team spend on judgment-heavy work? (across all team members)

Which activities are repetitive or follow a fixed process?Same steps, done the same way, every time. You could write a checklist for these and anyone could follow it.Approximately how many hours per week does your team spend on routine/repetitive work? (across all team members)

Which activities are time-consuming but feel low-value?Things you do because you have to, not because they create real insight. If you could make these disappear, you would.Approximately how many hours per week does your team spend on this low-value work? (across all team members)

What would break or stop if you were away for a week?This helps us understand what currently depends on you personally rather than on a system.

3 — Your Data & Reporting

We need to understand exactly what data you rely on, how you access it, and how long it takes for a problem in the data to turn into an action.

What are all the data sources your team pulls from?Be specific — name the tool, the view or export, and what you get from it. Include HubSpot views, spreadsheets, dashboards, exports, or anything else.

What do you check or review daily?If you don't look at something daily, put it in the weekly question below.

What do you check weekly or less often?

Walk me through what happens when your team finds a problem in the dataUse the example of discovering an unusual number of unqualified leads or any other real example. Who do you tell? How? What happens next? Who makes the decision to act?

How long does it typically take from a problem appearing in the data to someone being able to act on it?Be honest — this is one of the key things we're trying to compress with EIOS.

What are the things you wish would just alert you automatically — instead of you having to go looking for them?Think about the patterns or thresholds that, if crossed, you always want to know about immediately.

4 — The Questions You Can't Currently Answer

This is the most important section. We want to understand the intelligence gaps — the things you wish you knew but can't find out, or can only find out too slowly.

What are the top questions about lead quality or sales performance that you genuinely cannot answer today — or can only answer slowly?Be as specific as possible. "I can't tell which campaigns are producing leads that actually enroll" is more useful than "I don't have enough data."

If you could know one thing in real time — right now, not end of day — what would it be?

If you could know one thing daily that you currently only see weekly or monthly?

Are there patterns you suspect exist in the data but have never been able to confirm?Things your gut tells you are real, but you've never had the data or time to prove. These are often the most valuable signals to surface.

What do you wish Alex (marketing) knew that he currently doesn't — and why doesn't he know it?This helps us understand what the sales-to-marketing feedback gap looks like in practice.

5 — Impact on Enrollment

Everything we build is in service of increasing enrollment without increasing cost. Help us understand where the biggest opportunity is and what you would change if you could.

In your view, what is the single biggest lever your team could pull to increase enrollment — if you had better tools or data?Not just automation. What is the one thing that, if you could do it faster or better, would have the most direct impact on enrollment numbers?

Where do you think the biggest amount of enrollment opportunity is currently being lost in the funnel — and why?

If we could automate or eliminate one thing your team currently does — what would it be, and what would you redirect that time toward?

What would an ideal version of your team's workday look like?What would you be spending your time on if the low-value, repetitive work was handled? What does "high-value sales ops work" look like to you?

6 — Tools & Reports You Currently Use

Understanding what tools and reports already exist helps us design EIOS around your current workflow rather than against it — and tells us exactly what to automate.

Do you or your team currently use AI tools (e.g. Claude, ChatGPT) to produce reports or analysis?

Yes, regularly

Sometimes

Not yet

Upload a sample report your team currently producesThe weekly sales report, any pipeline summary, ops snapshot — whatever you produce regularly. PDF, PowerPoint, Word, or Excel. This shows us the current output we're building toward making automatic.

Click to choose a file

PDF, PowerPoint, Word, Excel — max 20 MB

Any other tools, scripts, or automations your team currently uses?Spreadsheets with formulas, scheduled exports, Zapier/Make flows, custom dashboards, anything that helps your team work today.