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Opsmith AI Audit

Name

*

Business Name

*

Do you have a website we can review? (Optional)

What is your business type?

*

What is your business type?

A

Insurance / Financial Advisor

B

Real Estate Agent / Agency

C

Tuition / Coaching / Education Business

D

Medical / Dental / Aesthetic Clinics

E

E-commerce (Shopee, Shopify, TikTok Shop)

F

Wellness / Fitness Coach / Studios

G

Interior Design / Renovation Firms

H

Legal / Accounting / Corporate Secretary

I

Freelance Consultant / Solopreneur

J

Marketing / Social Media Agency

K

Other

What’s your #1 goal right now?

*

What tools do you currently use to run your business?

*

What tools do you currently use to run your business?

Chat & Messaging Tools (e.g. WhatsApp, Telegram, Messenger, WeChat)

Email & Inbox Tools (e.g. Gmail, Outlook, Spark, Superhuman)

Form & Data Collection (e.g. Google Forms, Tally, Typeform, Jotform)

Spreadsheets & Docs (e.g. Google Sheets, Excel, Notion tables)

CRM Tools (e.g. Notion CRM, Airtable, HubSpot, Pipedrive, Zoho CRM)

Scheduling Tools (e.g. Calendly, Google Calendar, SavvyCal, TidyCal)

E-commerce Platforms (e.g. Shopify, WooCommerce, Shopee, Lazada, TikTok Shop)

Automation Tools (e.g. Zapier, Make.com, Pabbly, n8n)

Other — please specify

I don’t use any tools — everything is manual

Which of these do you spend the most time on?

*

Which of these do you spend the most time on?

Following up with leads or enquiries

Updating spreadsheets or databases

Scheduling appointments or meetings

Sending client or customer reminders

Writing reports, summaries, or proposals

Handling admin or email replies

Managing orders or customer service (for product-based businesses)

Other

Opsmith AI Audit

Name

Business Name

Do you have a website we can review? (Optional)

What is your business type?

What’s your #1 goal right now?

What tools do you currently use to run your business?

Which of these do you spend the most time on?

What feels broken or time-wasting in your current workflow? (Optional — helps us tailor your audit)