AI Automation & Development Audit

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Have You Explored Any Automation Tools Or AI Solutions In Your Business Yet?Have You Explored Any Automation Tools Or AI Solutions In Your Business Yet?Yes — We Use Several AlreadyWe’ve Tried A Few ThingsNot Yet, But We’re InterestedNo — We’re Not Sure Where To Start

What’s The Biggest Time Drain In Your Day-To-Day Operations?What’s The Biggest Time Drain In Your Day-To-Day Operations?Repetitive Admin Tasks (E.g. Emails, Reports)Manual Data Entry Or File ManagementFollowing Up With Customers Or StaffHard To Say — Everything Takes Time

Are There Any Business Processes You Think Could Be Automated?Are There Any Business Processes You Think Could Be Automated?Yes — Plenty Of Repetitive WorkMaybe — A Few Things Come To MindNot Sure What Can Be AutomatedNo — Everything Feels Quite Manual

Who Currently Builds Or Manages Your Software Tools Or Workflows?Who Currently Builds Or Manages Your Software Tools Or Workflows?Our Internal Development TeamAn External Provider Or MSPA Mix Of Internal And External HelpNo One — We Use Off-The-Shelf Tools

Do You Use Any Custom Software Or Internal Systems?Do You Use Any Custom Software Or Internal Systems?Yes — Fully Custom-Built For UsSome — We’ve Tweaked Off-The-Shelf ToolsNo — We Only Use Standard ToolsNot Sure

How Do You Currently Integrate Your Tools And Apps (E.g. CRM, Email, Calendars)?How Do You Currently Integrate Your Tools And Apps (E.g. CRM, Email, Calendars)?Fully Automated And SeamlessSome Connections Are Set UpEverything Is ManualNot Sure How They Link

Have You Looked Into Using AI Tools Like ChatGPT, Zapier, Or Workflow Bots?Have You Looked Into Using AI Tools Like ChatGPT, Zapier, Or Workflow Bots?Yes — We’re Using Them AlreadyWe’ve Tried A CoupleNot Yet, But We’re CuriousNo — Haven’t Considered It

What’s Stopping You From Automating More In Your Business?What’s Stopping You From Automating More In Your Business?Lack Of Time Or KnowledgeBudget ConstraintsNo Clear Automation PlanNothing — We’re Actively Working On It

Do You Feel Your Current IT Provider Helps You Innovate Or Automate?Do You Feel Your Current IT Provider Helps You Innovate Or Automate?Yes — They Actively Recommend SolutionsOccasionally — If We AskNo — They Just Keep Things RunningNot Sure

Would You Like Help Identifying Tasks That Could Be Automated Or Enhanced With AI?Would You Like Help Identifying Tasks That Could Be Automated Or Enhanced With AI?Yes — We’d Love A WalkthroughMaybe — I’m Open To Exploring ItNot At The MomentWe’re Already Working On It Internally

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Would You Like Us To Contact You About Your Results?Would You Like Us To Contact You About Your Results?Yes, Please Follow Up With MeNo, Just Browsing For Now