AI & Automation Audit

3. Customer Interaction

How do you handle customer enquiries? (Check all that apply)

Manual Email Phone Calls Live Chat Social Media DMs Help Desk Software Other

Average response time to a new Enquiry?

Describe your current lead capture process.

4. Marketing & Sales

What marketing channels do you use?

Social Media Email Marketing SEO/Content Paid Ads Referrals Offline

How do you manage your sales pipeline?

Biggest marketing challenges?

5. Data & Technology

What essential software do you use daily?

Do these systems integrate with each other?

Yes Partially No

Biggest frustration with current technology?

6. Goals & Vision

Primary goals for AI/automation? (Rank top 3)

Approximate monthly budget for new software?

How ready is your team to adopt new tech? (1=Resistant, 5=Eager)

1 2 3 4 5

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Your Information

1. Business Operations & Workflow

2. Team & Field Operations

3. Customer Interaction

4. Marketing & Sales

5. Data & Technology

6. Goals & Vision