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AI Workflow Audit

AI Workflow Audit Intake Form

This form helps determine whether your business has a workflow that is suitable for an AI Workflow Audit or implementation sprint. The best candidates are repetitive, time-consuming workflows involving emails, documents, customer responses, reporting, content, proposals, spreadsheets, or internal knowledge lookup.

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Submit the intake for review. If submission is unavailable, a prepared email fallback remains available.

Section 1 - Contact Information

Name*
Company*
Email*
Phone / WhatsApp / preferred contact method
Website
LinkedIn profile or company page
Time zone
Best way to contact you

Section 2 - Business Context

What does your business do?*
Who do you serve?
How many people are on your team?
Approximate monthly volume of customer inquiries, documents, reports, proposals, or content tasks
What tools do you currently use?

Section 3 - Workflow Pain

What repetitive work is consuming the most time right now?*
Who does this work today?
Approximately how many hours per week does this consume?
How often does it happen?
What happens if this workflow is delayed, inconsistent, or done poorly?
What have you already tried to fix it?
Why has it not been solved yet?

Section 4 - AI / Automation Candidate

Which workflow would you most like to improve first?*
What would a successful improvement look like?
What should the workflow do?
Should the AI produce final outputs, or only drafts/recommendations for human approval?
Are there examples of the input and output you can share?

Section 5 - Data Sensitivity and Risk

Does the workflow involve sensitive information?
Are there any compliance requirements I should know about?
Are there tools or platforms that must not be used?
Are there tools or platforms you prefer to use?

Section 6 - Budget and Timing

Which service are you considering?
What is your preferred timeline?
Are you prepared to pay for an audit if there appears to be a strong fit?
For implementation, what budget range is realistic?
Who approves payment?

Section 7 - Final Questions

What would make this engagement clearly worthwhile for you?
What would make it a failure?
Is there anything else I should know before reviewing your workflow?
May I contact you to schedule a short fit-check call?*

Required fields are marked with an asterisk. The submit button sends the intake for review; if that is unavailable, the prepared email fallback keeps your entered details available.

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