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Hello Flow Studio

Flow Audit

This short intake helps us understand how your business currently operates — including how inquiries come in, how work moves forward, and where things tend to stall.

We use this information to assess whether a Flow Audit is the right next step. If it’s a fit, you’ll receive details on scheduling and payment.

This form takes about 8–12 minutes to complete.

First Name

Last Name

Business Name

Email Address

Website

Your Business Snapshot

Briefly describe your business.

How long have you been in business?

How long have you been in business?
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B
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D

What main offers or services do you currently sell?

What main offers or services do you currently sell?

How do clients typically find you?

How do clients typically find you?
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B
C
D
E
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I

Your Current Client Workflow

At a high level, how does work move from first contact to delivery in your business?

Current Tools & Platforms

What tools are currently involved in running your business?
(List anything relevant — CRM, scheduling, docs, finance, messaging, etc.)

Please share any links you'd like me to review (forms, docs, dashboards, etc.)

Are there any tools you definitely want to keep or replace?

Bottlenecks & Manual Tasks

Where do things tend to break down or require the most manual effort right now?

If you could improve or remove one manual process right now, what would it be?

AI Experience & Comfort Level

Have you used AI in your business so far? If so, where?

Goals & Priorities

What are your top 3 goals for the next 6 months?

What would make this Flow Audit a big win for you?