Growth That Feels Effortless

AI Audit Questionnaire?

Please take a moment to complete the questionnaire below to help us understand your needs.

Name *

First

Last

Email *

Address *

Phone Number

What is your core product/service?

Which parts require the most work/hours?

Are there any aspects that require research, analysis or writing?

What are the roles (staff) involved in delivering your product/service?

What are the roles (staff) involved in delivering your product/service? (copy)

How do you generate leads?

How do you contact leads?

How do you contact leads? (copy)

What do you use to manage your customers/leads?

What do you use to manage your customers/leads? (copy)

What are the key roles in your sales process?

What happens to customers after you've delivered your service/product?

What additional products and services do you have to sell to customers?

Do you have a referral system setup?

Are you collecting past customers on social platforms?

How do you communicate with clients?

How do you communicate internally

Which platform does your company use for docs, email etc.?

What reporting are you doing (if any) and on what frequency?

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