Pre-Audit Intake Form

Section 1: The Basics

1. Your Name

2. Your Email

3. Business Name

4. Industry

5. Roughly how many people work in your business?

Just me 2-5 6-15 16-50 50+

6. In one sentence, what does your business sell?

7. Who is your typical customer?

8. How do most of your customers find you?

Referrals / Word of mouth Google search / SEO Social media (organic) Paid ads Cold outreach (email, calls, DMs) Events / Networking Other

9. As the founder/owner, what are the top 3 tasks that eat up most of YOUR time each week?

10. If you had a magic wand and could instantly get 10 hours of your week back, what task would you eliminate first?

11. When it comes to getting new leads and marketing, what's the biggest challenge you're facing right now?

12. Do you have a sales team or is it just you handling sales?

Just me Me + 1-2 others Dedicated sales team (3+) We don't really do "sales" (e.g., e-commerce, self-serve)

13. When it comes to closing deals and sales, what's the biggest issue you're facing?

14. When it comes to delivering your product or service, what's the most time-consuming part of the process?

15. Is there something in your operations you've tried to fix multiple times but still hasn't been solved?

16. When it comes to supporting customers or managing client relationships, what causes the most headaches?

17. Have you or your team tried using any AI tools yet? (ChatGPT, Notion AI, Fireflies, etc.)

No, haven't tried anything yet Yes, but not consistently / didn't stick Yes, we use a few tools regularly Yes, we're pretty AI-savvy already

18. If yes, which tools have you tried and what was your experience?

19. If this audit goes well and we find some big wins, what would success look like for you?

20. Is there anything specific you're hoping I look at during the audit?