AI Automation & Development Audit

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 Already We’ve Tried A Few Things Not Yet, But We're Interested No — 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 Management Following Up With Customers Or Staff Hard 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 Work Maybe — A Few Things Come To Mind Not Sure What Can Be Automated No — 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 Team An External Provider Or MSP A Mix Of Internal And External Help No 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 Us Some — We’ve Tweaked Off-The-Shelf Tools No — We Only Use Standard Tools Not 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 Seamless Some Connections Are Set Up Everything Is Manual Not 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 Already We’ve Tried A Couple Not Yet, But We’re Curious No — 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 Knowledge Budget Constraints No Clear Automation Plan Nothing — 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 Solutions Occasionally — If We Ask No — They Just Keep Things Running Not 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 Walkthrough Maybe — I’m Open To Exploring It Not At The Moment We’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 Me No, Just Browsing For Now