Internal Reference

    AI Business Alliance
    Forms Directory

    All forms for the AI Business Alliance — external member-facing forms and internal admin reference. Each form maps to a native CRM workflow and tag set.

    External — Public

    Member Intake Form

    For new members joining the AI Business Alliance. Activates free membership and triggers AI readiness segmentation.

    Form ID: AI Business Alliance Master Intake Form

    Open Form
    External — Public

    AI Business Assessment Form

    For business owners requesting a free AI readiness assessment. Identifies gaps, needs, and recommended next steps.

    Form ID: AI Business Assessment Form

    Open Form
    External — Members

    Referral Form

    For existing members referring another business. Triggers referral points tracking and outreach to the referred business.

    Form ID: AI Business Alliance Referral Form

    Open Form
    External — Provider Track

    Provider / Partner Intake Form

    For AI and automation service providers applying for the Provider / Partner Track. Routes to provider pipeline.

    Form ID: AI Provider / Partner Intake Form

    Open Form
    External — Restricted

    Restricted Industry Review Form

    For medical, legal, financial, insurance, and privacy-sensitive businesses. Triggers internal review before any services are assigned.

    Form ID: Restricted Industry Review Form

    Open Form
    External — Ambassador Track

    AI Business Ambassador Application

    For people interested in the Work With Us / Ambassador Track. Triggers ambassador pipeline and welcome sequence.

    Form ID: AI Business Ambassador Application Form

    Open Form

    Admin Notes

    • All forms submit locally and display a confirmation screen. Wire to native CRM by embedding the CRM form embed code in place of the React form.
    • Each form maps to a specific workflow trigger in the CRM. See the System Architecture page for tag and workflow details.
    • Restricted Industry form adds Internal Review Required = Yes and routes to a private review queue before any services are activated.
    • Provider / Partner form adds SEGMENT-AI-PROVIDER and routes to the provider pipeline — NOT the regular member sales sequence.
    • View System Stability Rules in the Admin Dashboard to prevent accidental data loss.