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Workflow Review

Please answer the questions below so we can understand one workflow in your business that may be taking too much time, creating unnecessary back-and-forth, or depending too much on manual effort.

The goal is not to force AI into your business. The goal is to understand the workflow first, then decide whether it should be automated, improved with an existing tool, connected across tools, or left as-is.

Name

Business

Email

1. What is one task or workflow in your business that feels repetitive, slow, or annoying?

2. How is this task currently handled? Examples: email, WhatsApp, phone calls, Excel, Google Sheets, calendar, CRM, staff follow-up, paper forms, accounting software, or other tools.

3. Which part of the process takes the most time or creates the most back-and-forth?

4. How often does this happen?

5. What happens when this task is delayed, missed, or handled poorly?

6. If this workflow was improved, what would it free you or your team up to do?

7. Optional: Have you tried to fix or improve this workflow before? If yes, what did you try and why did it not work well enough?

8. Optional: Who currently handles this workflow? Owner, admin staff, sales team, operations team, front desk, bookkeeper, or someone else?