Capture the relationships, processes, and institutional knowledge held by a critical employee or owner — before it walks out the door.
What are the most important customer or partner relationships you personally manage?
Include anyone who would notice a change in point of contact, or whose relationship runs through you specifically.
Which processes, tasks, or decisions depend on you in ways that aren't written down anywhere?
The things you do from memory, habit, or judgment — not from a manual.
What do you know about your customers that the rest of the team doesn't?
Preferences, sensitivities, history, context — anything that lives in your head from years of relationship.
What vendors, suppliers, or contacts should the business never lose touch with — and why?
Relationships that took years to build or that unlock access, pricing, or goodwill.
What mistakes has the business made that aren't documented but are worth knowing?
Things you learned the hard way — so whoever comes next doesn't have to.
What would the business need to do differently to thrive without you in your current role?
Be honest about where the single points of failure are.
Where does critical business information live — and who else has access to it?
Accounts, passwords, contracts, customer files, operational records — and where each one is stored.
After each completed session, Mayetik generates a structured AI summary. Here's an example of the output format — the actual content reflects each respondent's answers.
The respondent's answers highlighted three recurring themes — each supported by specific examples drawn from their experience. The summary captures what was said, not what was expected.
Two responses stood out as unusually detailed and pointed to an area worth following up on. The full text of each answer is preserved below the summary.
Based on the patterns in this session, the AI identified three concrete actions for the project team to consider. These are drawn directly from the respondent's own suggestions.
Generated from 7 questions · ~4 min session