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AI Audit Client Intake Form
Welcome! Please complete this form, so we can diagnose inefficiency, surface opportunity for you. This is not a scope build or lock requirements.
Section 1: Business Snapshot
Your name?
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Your e-mail?
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What is the name of your business?
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How long has the business been operating?
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What is your role in the business?
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Who will be involved in decision-making for this project?
Section 2: Current Operations
Walk us through a typical enquiry or job from start to finish.
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Which tasks are repeated most often each week?
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Which tools or software do you currently use?
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Section 3: Friction & Pain
Which parts of your work feel unnecessarily slow or frustrating?
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Where do things tend to get delayed, forgotten, or dropped?
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What work do you regularly avoid because it feels too time-consuming?
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Have you tried tools or systems in the past that did not work? If yes, why?
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Have you tried any AI tools or automations before? If yes, what happened?
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Section 4: Objectives & Expectations
If this process worked perfectly, what would improve first?
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What would a good outcome look like in three months from now?
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What would make this audit feel valuable to you at the end of the process?
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What matters more right now (Choose all that apply)?
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What matters more right now (Choose all that apply)?
Saving time
Reducing errors
Improving organisation
Increasing sales
reducing stress
Section 5: Readiness Check (Important)
Are you open to changing how you currently work if it clearly saves time?
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Do you already have budget allocated for improvement work?
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If “Yes”, what is you current budget?
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That's it. Please submit this form.
