AI LAB
INTAKE
Personal invitation access

SMB PRELIMINARY REVIEW

Let’s understand
your processes.

This is SMB Solutions’ preliminary review of your business processes and the apps and software that store your operational information. We’re learning how your business works so we can assess its potential fit and value before deciding whether to prepare a submission to an AI lab.

Please explain your processes in as much relevant detail as possible. Describe what happens, who is involved, which tools you use, and how work moves from start to finish. Clear, accurate explanations help SMB assess potential value. If we proceed with a submission, those details can influence how the AI lab values your information and the proposal it offers.

SMB review comes first. Your answers come to SMB for review. Completing this interview does not submit information to an AI lab or commit you to a data sale. Describe your processes without including raw records or sensitive information.

01Explain your processesGive detailed answers. “Not sure” is okay.
02Review for accuracyMake corrections before you finish.
03Send to SMB for reviewWe’ll email you a copy automatically.

Use the personal interview link sent by SMB Solutions. Currently covers Mercor’s Data Details questions, verified October 25, 2026. The questions for other labs may differ. Jeff is a virtual specialist at SMB Solutions.