AI Automation Discovery

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Company Information

Company name and your role *

Company size and industry *

Pain Point Discovery

Which operational tasks slow your team down? (Check all that apply)

Think about repetitive, manual processes that eat up time

Manual data work (entry, copying between systems, calculations)

Administrative coordination (scheduling, file organization, task management)

Process monitoring (quality control, compliance checks, inventory tracking)

Document processing (invoices, contracts, forms, approvals)

What data and reporting challenges do you face? (Check all that apply)

Consider how you gather, analyze, and present business information

Report creation (manually pulling data from multiple sources, formatting)

Data quality issues (inaccuracies, inconsistencies, outdated information)

Analysis and insights (identifying trends, forecasting, understanding patterns)

Performance tracking (KPIs, metrics, real-time monitoring)

Which customer-related tasks consume significant time? (Check all that apply)

Think about interactions, support, and relationship management

Customer support (answering questions, handling requests, troubleshooting)

Lead management (qualifying prospects, follow-ups, tracking interactions)

Customer communication (personalized outreach, proposals, order processing)

Customer analysis (segmentation, behavior tracking, churn prediction)

What sales and marketing activities feel inefficient? (Check all that apply)

Consider lead generation, nurturing, and conversion processes

Lead generation (research, prospecting, contact gathering)

Marketing campaigns (email marketing, social media, content creation)

Sales process (proposal generation, pipeline management, opportunity tracking)

Performance analysis (campaign ROI, conversion tracking, market insights)

Which administrative tasks feel overwhelming? (Check all that apply)

Think about back-office processes and compliance requirements

Scheduling meetings and coordinating calendars

Managing and organizing email communications

Creating contracts, agreements, and standardized documents

Tracking expenses and managing reimbursements

Monitoring compliance and regulatory requirements

HR processes (onboarding, time tracking, performance reviews)

Managing vendor relationships and purchase orders

Prioritization & Context

What systems do you currently use to manage business data? (Check all that apply)

Excel/Google Sheets

CRM System (Salesforce, HubSpot, etc.)

ERP System

Accounting Software (QuickBooks, Xero, etc.)

Project Management Tools (Asana, Monday, etc.)

Database Systems (SQL, Access, etc.)

Industry-specific software

If you could solve just ONE of these pain points first, which would have the biggest impact on your business? *

10.

How is your company currently using AI tools?

11.

What's the best email to send your personalized automation roadmap? *

I'll send you a detailed analysis of your top automation opportunities within 24 hours