First Name
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Last Name
Email
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Business or project name
What is going on right now, and what is the main problem?
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What would a good result look like?
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When do you want this solved?
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Which process do you keep doing by hand? Walk through the steps.
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Which tools or systems are involved?
How often does this work happen?
What starts it? For example a form, an email, a payment or a date.
Where does it break, stall or get forgotten?
Which step has to stay with a person?
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