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Initial Analysis

This form helps me understand how your business currently operates — to identify friction points, workflow bottlenecks, and automation opportunities.

The questions are simple and non-technical. The goal is to capture real context: processes, roles, workload, and tools used.

Company name

Email

Phone number

Business activity / industry

What’s the main operational problem you want to solve right now?

Which task creates the most friction, delay, or wear and tear?

Who is involved in this task? (roles, not names)

Briefly describe the current workflow — from where it starts to where it ends.

Which parts of this flow are manual or repetitive?

How often does this task occur (daily / weekly / monthly)?

What would be the impact of solving this problem? (time, money, quality, customer satisfaction...)

What tools or systems are currently used in this process?

Where is information lost or work duplicated?

Is there any other relevant context, issue, or detail worth mentioning?