Which day-to-day task soaks up the most staff hours right now?
Data entry / copy-pasting between apps
Manual report creation (Excel, PDFs)
Responding to routine customer emails or chats
Scheduling or rescheduling appointments
Actually This is Our Issue...
How many separate software tools does your team jump between to finish that task?
1–2
3–5
6+
On average, how often is the information in that task duplicated or re-typed elsewhere?
Never
1× per workflow
2–3× per workflow
4+× per workflow
What’s the rough monthly cost (salary + lost opportunity) of handling this task manually?
<$1K
$1–5K
$5–10K
$10K+ (or unsure)
How time-sensitive is the task’s turnaround?
Minutes
Same day
Within 48 hrs
Flexible
Which outcome matters MOST if you could automate this task?
Cut labor hours
Eliminate errors / rework
Speed up customer response
Capture better data for decisions
Free up staff for higher-value work
How open are you to piloting a lightweight AI workflow (no-code or low-code) in the next 30 days?
Ready now—show me a quick win
Interested but need to see ROI first
Curious, gathering info
Not a priority this quarter
