AI Automation Discovery
Discover multiple automation opportunities across your business
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Company Information
1.
Company name and your role
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2.
Company size and industry
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Select company size
1-10 employees
11-50 employees
51-200 employees
201-500 employees
500+ employees
Pain Point Discovery
3.
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)
4.
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Data quality issues (inaccuracies, inconsistencies, outdated information)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)
5.
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)
6.
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)
7.
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
8.
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
9.
If you could solve just ONE of these pain points first, which would have the biggest impact on your business?
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10.
How is your company currently using AI tools?
Select current usage
Not using AI at all
Individual employees exploring ChatGPT/Claude
Some AI tools integrated into workflows
Actively exploring AI automation solutions
Advanced AI implementation already in place
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
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