Automation Audit Questionnaire

Section 1 — About Your Business

Help us understand who you are and what your business does.

What does your business do? One-paragraph summary

Please tell us what your business does.

How many employees? *

What departments or teams exist?

Your name *

Please enter your name.

Your title *

Your email *

Please enter your email address.

Please enter a valid email address.

Your phone

Who else should be involved in this audit?

Section 2 — Current Tech Stack

Tell us what tools you're using and what's working.

What software and tools do you use? List everything you can think of

Email provider

Calendar / scheduling

CRM (customer management)

Accounting / invoicing

Project management

File storage / sharing

Internal communication

Do your tools talk to each other?

Biggest frustration with your current tech stack?

Section 3 — Pain Points & Repetitive Work

What's eating up your team's time?

What tasks does your team spend the most time on that feel repetitive or manual?

What tasks do you hate doing but can't avoid?

Where are your biggest bottlenecks or slowdowns?

How do you currently handle customer inquiries / support?

Order processing?

Invoicing and payments?

Reporting and data analysis?

Employee onboarding?

Are there tasks you've stopped doing entirely because nobody has time?

How much of your team's week is spent on work that could be automated?

Section 4 — Data & Documents

Where does your business information live?

Where does your business data live?

Spreadsheets (Excel / Google Sheets) A database (QuickBooks, Salesforce, custom software) Paper files / physical documents Emails and attachments Cloud storage (Google Drive, Dropbox, SharePoint)

Do you receive data or documents from outside that need manual processing?

If yes, what kind and how many per week?

How do you handle document approvals or signatures?

What reports do you wish you had but can't easily produce today?

Section 5 — Goals & Expectations

What does success look like for you?

What prompted you to seek an automation audit now?

What would a successful engagement look like?

What would make this a failure?

Budget range for implementing solutions?

Desired timeline to see results?

Any solutions off the table?

What have you already tried?

Section 6 — Decision-Making

Who needs to be involved in moving forward?

Who will make the final decision? Name and title

Are they aware you're filling this out?

Who else needs to be consulted or convinced?

How are purchasing decisions typically made?

If we find a quick win under $500 that saves 5 hours/week, can you green-light it?

Section 7 — Quick Diagnostics

A few final questions to help us prioritize.

How many emails per day require a manual action?

Do you have documented SOPs for key processes?

If you could wave a magic wand, what's the one thing you'd automate first?

Anything else we should know?

Business Automation Audit