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ProcessWise – Business Efficiency & Growth Questionnaire
Complete this quick questionnaire (3–5 minutes) so we can understand your business, the challenges you're facing, and where we can help you save time, remove admin, and build scalable systems.
🟦 SECTION 1 - About You & Your Business
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*
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5. How big is your team?
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5. How big is your team?
A
Just me
B
2-5
C
5-10
D
10+
🟩 SECTION 2 - Your Current Operations
6. How would you describe your current operations?
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6. How would you describe your current operations?
A
Smooth and organised
B
Mostly okay but room for improvement
C
Messy and inefficient
D
Total chaos
7. Which areas feel the least efficient right now?
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7. Which areas feel the least efficient right now?
Admin
Customer communication
Finance / invoicing
Sales
Delivery / fulfilment
Booking / scheduling
Team communication
Marketing / content
Operations in general
Other (please specify)
8. What are 1 - 2 recurring tasks that drain the most time each week?
*
9. How do you currently track tasks or workflows?
*
9. How do you currently track tasks or workflows?
Spreadsheets
Notion
Trello / ClickUp / Asana
Emails / WhatsApp
In my head
Other (please specify)
🟧 SECTION 3 - Automation & Tools
10. Are you currently using any automation or AI tools?
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10. Are you currently using any automation or AI tools?
A
Yes, a lot
B
Yes, a little
C
Not yet
D
Not sure
11. Which tools do you use regularly?
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11. Which tools do you use regularly?
ChatGPT
Make.com
Zapier
CRM (e.g., HubSpot, Pipedrive)
Project management tools
Google Workspace
None yet
12. Where do you think automation or AI could help you most?
*
🟨 SECTION 4 - Growth & Bottlenecks
13. What’s the biggest bottleneck stopping your growth right now?
*
14. If you could save 5–10 hours a week, what would you focus on instead?
*
15. How soon are you looking to improve your processes?
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15. How soon are you looking to improve your processes?
A
ASAP
B
Within 30 days
C
Within 3 months
D
Just exploring
🟪 SECTION 5 - Contact & Next Steps
16. What’s the best email to reach you on?
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17. Would you like us to review your answers and recommend improvements?
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17. Would you like us to review your answers and recommend improvements?
A
Yes, please
B
Maybe
C
No, thank you
Submit