Q1 — Where are you losing the most time each week? *

Chasing leads and follow-ups

Admin after delivery (updates, chasing, paperwork)

Coordinating handoffs between people or teams

Getting clear numbers (pipeline, workload, cash)

Time loss

Q2 — What best describes how enquiries are handled today? *

Some go missing or get delayed

They land in multiple inboxes and get manually copied around

We capture them but the CRM is messy or inconsistent

We have a clear process and it's working

Enquiries

Q3 — When a customer asks for help, what happens? *

It becomes a messy email thread or messaging chain (e.g. WhatsApp, Slack, Teams)

Someone picks it up but it's unclear who owns it

It gets logged, but what happens next depends on who picks it up

We have a consistent intake and triage process, but no automation

We have a consistent intake and triage process with full automated triggers, workflows, and routing

Customer help

Q4 — How often do you copy and paste information between tools? *

Multiple times a day

A few times a week

Rarely

Not sure

Copy paste

Q5 — If a key person is unavailable for a day, what breaks first? *

Decisions or approvals stop

Customers get delayed responses

Work slows because key knowledge is in one person's head

Nothing major breaks

Key person

Q6 — How confident are you in your numbers right now? *

I don't trust them

I can get them but it takes hours or days

They are mostly reliable but not real-time

I can see what I need quickly and trust it

Numbers

Q7 — Which statement fits best? *

We know what to do but don't have time to implement it

We don't know where to start with AI and automation

We worry about security or data risk

Our team resists new processes, so improvements don't stick

Statement

Q8 — What type of data would any automation touch most often? *

No personal data, just internal operations info

Basic contact details and normal customer communications

Invoices, payments, or financial account details

HR, payroll, health, or other sensitive data

Data type

Q9 — How stable are your processes month to month? *

They change weekly and are not documented

They change monthly and people have workarounds

They are fairly stable but tools don't match reality

They are stable, documented, and the tools match how we work

Process stability

Q10 — How do you prevent mistakes or missed steps today? *

We usually find issues after the fact

We rely on individuals to remember steps

We have checks but they are manual

We have approvals or automated controls in place

Mistake prevention

First Name *

Last Name *

Email *

Phone *

Company name *