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Norton Integrations | System Audit Request

Section 1: Business Identity

Business Name & Website URL

*

Primary Operating Currency

*

Primary Operating Currency

A

GBP (£)

B

USD ($)

C

EUR (€)

D

AUD ($)

E

CAD ($)

Primary Contact Method

*

Primary Contact Method

A

Email

B

Phone

C

D

Slack

E

Teams

F

Other

Contact Details:

*

Section 2: Identifying Operational Friction

Which manual processes are slowing you down?

*

Which manual processes are slowing you down?

A

Data Entry

B

Invoicing

C

Lead Management

D

Reporting

E

Client Onboarding

F

Inventory/Stock Management

G

Payment Reconciliation

H

Customer Support/Ticketing

I

Social Media/Content Posting

J

Appointment/Booking Management

K

Other

How many people are involved in these manual tasks?

*

Total team hours spent on these tasks per week?

*

Roughly how many hours per month does your team currently spend on manual administrative tasks, data entry, or moving data between software?

*

Section 3: The Cost of Inefficiency

Briefly describe your #1 most expensive manual process.

*

How many hours per week does THIS SPECIFIC process waste?

*

Section 4: Technical Environment

What is your primary operational software?

*

What is your primary operational software?

A

Shopify

B

Amazon Seller Central

C

eBay / Etsy

D

QuickBooks Online

E

Clio / LawPay

F

HubSpot / Salesforce

G

Other

How would you describe your team's technical ability?

*

How would you describe your team's technical ability?

A

"We need a completely 'Done-For-You' solution from scratch."

B

"We know our apps well, but need an expert to connect them."

C

"We use basic automations (Zapier), but need complex logic

D

"We have internal IT, but they are too backlogged/unavailable to do this."

Norton Integrations | System Audit Request

Section 1: Business Identity

Business Name & Website URL

Primary Operating Currency

Primary Contact Method

Contact Details:

Section 2: Identifying Operational Friction

Which manual processes are slowing you down?

How many people are involved in these manual tasks?

Total team hours spent on these tasks per week?

Roughly how many hours per month does your team currently spend on manual administrative tasks, data entry, or moving data between software?

Section 3: The Cost of Inefficiency

Briefly describe your #1 most expensive manual process.

How many hours per week does THIS SPECIFIC process waste?

Section 4: Technical Environment

What is your primary operational software?

How would you describe your team's technical ability?

Monthly Transaction/Case Volume

Timeline for Implementation?