SURREY AI AUTOMATION — LOCAL INTRODUCTION BRIEF
Updated October 5, 2026

Prepare one permission-based introduction. Keep confidential records and credentials out.
A referral does not establish a partnership, commission or exclusive arrangement.

1. THE BUSINESS QUESTION
What report, decision, repeated task or data feed needs attention?
Notes:

2. TOOLS AND SOURCE OWNERSHIP
Which tools/files/systems does the business use?
Who owns the source and can approve access?
Notes:

3. ONE EXAMPLE TO CHECK
Describe one figure, follow-up set or workflow result that should be verified.
Share source names and the question, not private source records.
Notes:

4. RESPONSIBILITIES
What is the boundary with the referrer's services?
Who should approve scope, support and handover?
Notes:

5. PERMISSION AND NEXT STEP
Has the business agreed to an introduction? Yes / No / Not recorded
Who recorded that permission and when?
What next conversation has the business agreed to?
Share business contact details only after permission is established.
Notes:

Review the reporting example:
https://surreyaiautomation.online/audit-checklist#worked-example
Discuss an introduction:
https://surreyaiautomation.online/contact?brief=referral
Email: hello@surreyaiautomation.online
Phone: (778) 837-9715