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Diagnostic Audit
Diagnostic Audit Intake Form
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Full Name
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First
Last
Company
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yes, believe in
Email
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Team Size
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1-10
11-50
51-200
200+
Department Focus
*
Marketing
Operations
Finance
Other
Systems currently in use
*
Key processes you believe could be automated
*
Current pain points
*
Manual data entry
Reporting delays
Client onboarding
Document management
Other
Expected ROI areas
*
Time saved
Reduced errors
Improved insight
Cost reduction
Any prior internal AI/automation attempts?
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Yes
No
If yes, please detail prior AI/automation attempts
Internal stakeholders to include
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Upload existing SOPs or process maps (optional)
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