Free AI Efficiency Audit

Answer a few questions so we can calculate time savings and recommend the best automations for your business.

1) Business Overview

Industry Team size

1–5 6–20 21–50 50+

Average monthly revenue (optional) Top goals for the next 6 months

2) Operations & Workflows

Which areas take the most time? (select all that apply)

Customer inquiries / FAQs Scheduling & appointments Onboarding new clients Document processing Reporting / analytics Internal communication Marketing content creation

Other

Roughly how many hours per week are spent on these tasks?

Which tools or systems do you currently use? (CRM, email, spreadsheets, forms, etc.) How tech-savvy is your team?

Low Medium High

3) Communication & Sales

How do customers usually contact you?

Phone Email Chat Website form Social media

Do you already use any chatbots, automations, or AI tools?

Yes No

If yes, which?

How do you currently qualify or onboard new leads? How often do you lose leads due to slow replies/admin delays?

Rarely Sometimes Often

4) Data & Tools

Which platforms does your business rely on daily?

5) Results & Output Preferences

What’s most important right now? (choose one)

Reducing manual workload Increasing lead conversion Improving customer experience Reducing costs Building new revenue streams

Roughly how many hours per week are spent on these tasks?

6) Contact Details

Full Name

Company Name

Work Email

Phone (optional)

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