Pre-Audit Operations Intake

Show me how the work moves through your business.

The goal is to understand your day-to-day operation, especially the places where your team touches software, email, spreadsheets, forms, documents, customer information, or other systems. You can add as many processes as you need.

Do not worry about identifying what should be automated. Just describe how the work happens today. I will look for the automation opportunities.

Name

Company

Type of business

Approximate team size

Locations or departments (optional)

What software and systems does your team use day to day?

What documents or information does your team regularly create, receive, review, or move around?

Day-to-day processes

Add each recurring process where people interact with software, documents, data, email, or another person. Examples: new lead intake, estimating, permitting, scheduling, invoicing, customer updates, job closeout, purchasing, reporting.

Across the business, where do you feel the most time is wasted or things most often fall through the cracks?

If you could make three things easier tomorrow, what would they be?

What kind of help are you considering?

When would you like to improve these processes?

Thank you. Your Operations Intake is complete.

I will review the processes, systems, and handoffs you listed before our consultation. Continue to the Next Steps page to choose a consultation time if you have not already.

Continue to Next Steps