First Name

Last Name

Phone *

Email *

Business Name *

Company Size *

1-10 Employees
11-50 Employees
51-200 Employees
201-500 Employees
500+ Employees
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Company Industry *

What would success look like after automation? *

Current Systems/Platforms Used *

Make.com

Airtable

HubSpot

Google Sheets

ClickUp

Other...

Current Pain Points *

Data Entry

Following Up with Leads

Managing Client Onboarding

Updating Reports & Dashboards

Handling Appointment Reminders

Other...

Which process would you like to automate first? *

Lead Capture & Follow-Up
Client Onboarding
Appointment Scheduling
Internal Task Management
Data Enrichment & Reporting
Other
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Are you currently using any automation tools? *

Yes
No
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I understand this free audit includes an AI-generated report with process improvement recommendations, and I may be offered a follow-up strategy session.

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