Contact

Who’s filling this out?

Pain / jobs to be done

Select the friction that shows up most often in your work. Pick all that apply.

Volume / scale

Rough bands only — enough to size the workshop conversation.

AI catalog

Select all that interest you. This is a starting menu for the workshop — not a commitment list.

AI gaps

Anything not in the catalog? Up to 5 ideas with priority 1–10 (1 = highest). Empty rows are fine.

In-scope systems & APIs

Only systems this AI work would touch — not a full tech inventory. For each, note whether an API is available.

Hard-blocker integrations

Which of these must work (or be ruled in/out) before a POC is useful?

People

Three contacts that matter for workshop prep and a POC path.

Security & POC

Enough detail to shape a realistic POC conversation — not a full security questionnaire.

Success metrics

What does “good” look like if this works? Select all that apply.

Materials / uploads

Optional. Attach docs, screenshots, or a short walkthrough. You can also paste a link if the file already lives elsewhere. Orbit can see that files exist — not the file contents.

Review & export

Check the summary, then download JSON or copy a plain-text summary for workshop prep. Start over wipes saved answers and returns to Start now.

GTM Planetary — Client Discovery · local only · key gtm-discovery-survey-v4