Kioko Labs — Private Executive Intelligence Agent Intake

Private Executive Intelligence Agent Intake

Use this to describe the weird thing you wish someone monitored every day.

The best requests are specific, recurring, and tied to a business decision. The agent will not send outbound messages or take external action without approval.

Section 1: Buyer Context

Name

Work email

Company

Role/title

Company website

Industry

Team size

Are you the budget owner?

Who else must approve this?

Section 2: The Weird Monitoring Need

What do you wish someone monitored every day?

What decision would this help you make?

What would be valuable if you knew it 7-30 days earlier?

What do you currently check manually?

What changed recently that you noticed too late?

What would make an alert worth interrupting you?

Section 3: Signal Surfaces

Which sources should the agent monitor?

Which companies, people, markets, categories, regions, or keywords matter?

Which sources are forbidden or sensitive?

Do you have internal files or CRM exports you want used?

If yes, what system are they from?

Are there sources that require login, API access, or paid tools?

Section 4: Identity And Contact Mapping

Do you need company-to-person mapping?

Which roles matter?

Which seniority levels matter?

Do you need email/contact-path discovery?

Do you already have a suppression or do-not-contact list?

Are there geographies or industries to exclude?

Section 5: Output

Preferred output format

How often should the agent report?

What should trigger an urgent alert?

What fields must every output include?

What would make the output useless?

Who will review the output?

What actions can the agent draft but not execute?

Section 6: Compliance And Approval

Are there legal/compliance rules we need to follow?

Are there countries/states/regions that should be excluded?

Do you require human approval before any message, CRM update, or client-facing output?

Who owns unsubscribe, suppression, or opt-out handling?

Are we allowed to process business contact information?

Are there data retention limits?

Section 7: Success

What would make this worth USD 5,000/month?

What would make this worth USD 10,000/month?

What is the first small version we should build?

What business outcome should improve?

When do you need the first useful output?