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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?

*

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?

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?