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Workflow Performance Support Alignment

Your product will be delivered via a dedicated Notion dashboard before our meeting. This audit is conducted by client advisors, and we can connect you with a Business Analyst, Project Manager, or Management Consultant for deeper support. Additional ongoing assistance will be billed at our standard rates, which are always communicated in advance.

https://www.scaleadvisorysource.com/our-products

At the end of this form, if you determine that your requirements are highly specific, you will have the opportunity to receive a complimentary quote for our evaluation services.

Full Name

Company

Email

Phone Number

Job Title

Team Size

Company website / LinkedIn

Amount of years in operation

How do you plan on using this product to help your business?

Describe the services you offer?

Could you tell us about some desired outcomes you expect for your team in the next year?

Would you like more information on the qualifications to join our referral network?

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B

Workflow Steps

What are the key steps from initial input to final delivery?

Where do handoffs occur between people, tools, or teams?

Which steps currently require human intervention (manual work) versus those handled automatically by tools or software? (e.g., data entry, approvals, notifications, report generation)

Bottlenecks

Which step consistently causes delays or backlog?

Where do tasks tend to wait the longest before moving forward?

What is causing the slowdown (e.g., approvals, capacity, unclear process)?

Time Per Task

How long does each major step typically take?

Which tasks consume the most time relative to their value?

Where is time spent on repetitive or low-value work?

Select a Dedicated Expert you would like to consult with after your demo + consultation with us. Note your selection is final and changes will incur additional fees. (Your dedicated expert is typically assigned within 3–5 days after your initial meeting with us.)

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B
C

What are you hoping to gain from either of the consultations?

A consultation with any of our experts is ideal when you need strategic guidance or hands‑on implementation support. Choose the option that best fits your current needs.

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B
C
D

I’d like to be introduced to the expert for the services described in this form. I agree that you may contact me first by email or text to confirm my interest, and then share my details and needs with them so they can prepare for a helpful consultation.