What Every Business Owner Must Know Before Their Audit

Watch the short video first so you know exactly how to answer the questions.

AI & Automation Business Audit Report Questionnaire

The purpose of this questionnaire is to understand your daily tasks, workflows, and challenges so we can identify opportunities to streamline processes using automation and AI.

Your insights will help us create tailored solutions to reduce repetitive work, improve efficiency, and enhance overall productivity in your role. By sharing your input, you'll play a key role in shaping a more efficient and innovative workplace.

When you submit this form, it will not automatically collect your details like name and email address unless you provide it yourself.

Full Name *

Phone *

Business Email *

Company Name *

Business Website

What industry are you in?

Your Role & Responsibilities

What is your job title, and how would you describe your primary responsibilities?

What tasks do you perform daily, weekly, or monthly?

Can you walk me through a typical day in your role?

Are you responsible for interacting with clients directly? If so, how often and in what capacity?

Your Day & Team

How often do you collaborate with other departments?

Walk us through a typical workday in your role.

How many employees/team members do you work with regularly?

Tools, Systems & Processes

Which tools/software do you use most frequently?

What tasks do you still perform manually that you’d like automated?

What tasks take up the most time in your day-to-day (week-to-week) work and why?

Are there repetitive tasks that feel tedious or unnecessary?

Do you collect or process data regularly? If yes, what kind?

Communication & Reporting

How do you communicate updates or information to your team or clients?

Do you prepare recurring reports? How often and how much effort do they require?

Where do delays, errors, or bottlenecks usually happen?

Are there communication gaps or misalignment with others?

Automation & AI Opportunities

What parts of your role feel most frustrating or inefficient?

If you could automate ONE part of your job first, what would it be and why?

What tasks do you think AI could handle well for you?

Have you experienced bottlenecks with your current tools? If yes, where?

What tools or features do you WISH you had to make your job easier?

Errors, Risks & Final Thoughts

Where are errors most common today?

What steps do you take to prevent mistakes could any of them be automated?

What do you think could be done to make your role more efficient or less stressful?

Do you have any concerns about using automation or AI in your role?