Automation Audit- Beta Round

Before you book your call, I have a few simple questions that will help me understand where your team or business might be feeling the most friction, so we can focus your automation audit on what matters most.

First Name

Last Name

Email *

Business/Organization Name

Your Organizational Role *

e.g. CEO, Founder, Sales Manager, etc.

Where are you currently feeling significant friction in your day-to-day operations? (Select all that apply) *

Repetitive manual tasks or double entry

Slow client or employee onboarding

Bottlenecks in communication or handoffs

Difficulty keeping track of leads, projects, or requests

Processes that haven’t scaled as fast as your growth

Other (please share) below

If you answered "Other" please share below

If you could improve one thing about how your business or team operates, what would it be? *

What would success look like after optimizing or automating part of your workflow? *

(Optional) Anything else you’d like me to know before our call?