Section 01 · Five fields
Who you are & what you do
Industry context shapes which slice of the Library gets pulled into the curation.
Your name*
Company*
Primary industry vertical*
Select a vertical…
Wealth Management / Investment Advisory
Banking / Consumer Lending
Capital Markets / Algorithmic Trading
Accounting / Audit / Tax
Insurance
Healthcare
Medical Practice / Clinics
Pharmaceutical / Drug Distribution
Biotech R&D / Drug Discovery
Biotech / Life Sciences
Legal / Law Firms
Federal Government / Agencies
State & Local Government
Law Enforcement / Public Safety
Intelligence / Security Services
Defense / Military Contractors
Public Sector & Political Campaigns
Enterprise SaaS / B2B Tech
Consumer Tech / Platforms
Cybersecurity / InfoSec
Telecommunications
Creative Industries & IP
Media / Journalism / Broadcasting
Sports / Athletics
K-12 / EdTech
Higher Ed / Research Institutions
Nonprofits / NGOs
Construction / AEC
Engineering / Infrastructure
PropTech / Smart Buildings
Real Estate / Brokerage
Manufacturing / Industrial
Aerospace / Aviation
Automotive / Mobility
Energy / Utilities
Agriculture / Food & Beverage
Logistics & Supply Chain
Retail / eCommerce
Hospitality / Travel
Human Resources / Staffing
Other (describe in sub-vertical)
Primary regulatory environment*
Select an environment…
State-level only
Federal
State and federal
NAIC / state insurance regulator
SEC / FINRA
HIPAA
EU / UK
Multi-jurisdiction
None / minimal
Approximate scale*
Select a scale…
Solo operator
Small team (2–10)
Mid-size (10–50)
Larger (50+)
Section 02 · Four fields
Your current AI stack
Honest inventory beats aspirational. The toolkit needs to know what you actually run, not what you wish you ran.
Tools currently in active use*
If you're not sure whether something counts as "AI," include it anyway and let the curation sort it out.
Tools you tried and abandoned
Knowing what didn't work for you is often more useful than knowing what did.
Where AI lives in your workflow today*
Select the closest fit…
Intake / data ingestion
Processing / analysis
Output / client deliverables
Governance / compliance / oversight
Multiple layers
Not deployed yet
Maps to ECCO's five-layer stack model. If it touches multiple layers, pick "multiple."
Annual budget envelope for AI tooling*
Select a range…
Under $2,000 / year
$2,000 – $10,000 / year
$10,000 – $25,000 / year
$25,000 – $100,000 / year
$100,000+ / year
No defined budget yet
Range, not exact. Used to keep recommendations realistic at your scale.
Section 03 · Six questions
The diagnostic
A short version of the Scanner's five-layer audit, plus two free-text questions. This is the section the toolkit's recommendations are built from.
The workflow you've been trying to operationalize*
What would make the next 90 days feel like a win?*