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Members Monthly Workflow Performance Audit

Your product will be delivered via a dedicated Notion dashboard before your scheduled meeting with us. This workflow performance audit will be conducted by our dedicated client advisors. Should you need deeper workflow support, we can readily connect you with a Business Analyst, Project Manager, or Management Consultant to suit your needs. We thrive on connecting clients with the right experts and strongly support alignment with the most suitable professionals for your needs. Please note that any additional services or ongoing assistance will be billed at our standard rates, which will always be communicated to you in advance.

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

Email Address

Phone Number

Company Name

Job Title

Company website / LinkedIn

Team Size

How many years has your company been 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?

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

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.)
A
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.

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.
A
B
C
D

Check Your Preferred Availability for Meeting with your dedicated expert. (This is based on Eastern Standard.)

Flexible
Morning
Afternoon
Evening
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday