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Operations Audit Intake

Help us understand your business so we can find where time and money are leaking. This takes about 20–30 minutes. Everything you share is confidential and used only for your audit.

Section A - Business Basics

Your email (use the same one as at checkout)
Your name

Company name

What does your company do in your own words?

Industry

Team size

Annual revenue band

Owner's primary role day-to-day

Section B - Your Tool Stack

Accounting software

CRM

Scheduling/booking tool

Email/comms platform

E-commerce or POS

Project or job tracking

Marketing tools

The spreadsheets that secretly run your business

Anything you pay for but barely use

Section C - How Work Flows

Walk us through one job or sale from first contact to paid invoice

Where do things get stuck or dropped?

What gets retyped from one system into another?

Section D - Time and Pain

Top 3 tasks eating the owner's week

Top 3 tasks eating staff time

The task everyone hates most

What have you already tried with AI, and what happened?

Section E - Goals and Guardrails

If we gave you 10 hours per week back, what would you do with them?

Monthly budget comfort for new tools

Is there anything you do NOT want automated?

Rough Numbers

Rough is fine — we just need ballpark figures to anchor the analysis.

Jobs or orders per week

Inbound calls per day

Open quotes or proposals per month

Average job or order value

Active members or subscribers

Section F - Optional Deep-Dive

Would you grant read-only access to up to 2 systems so we can see real data?

A
B
C

Upload any docs that show how your business runs - process docs, SOPs, spreadsheets

Your files are used only for this audit and permanently deleted within 30 days of delivery.