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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
Linkedin
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."
Monthly Transaction/Case Volume
Timeline for Implementation?
Submit