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Operational Efficiency Map

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?