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Workflow Audit Lite

This form replaces a live call. Your answers will be used to produce a written Workflow Audit Lite report with practical fixes and clear next steps.

⏱️ Time to complete: 5–6 minutes

📄 Report delivery: 3–5 business days

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To start off, may I have your full name? ^*

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Email address ^*

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Business / brand name ^*

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City + country ^*

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What stage is your company at? ^*

Solo

Small team (2–10)

Startup (10–50)

SME (50+)

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What do you do, and who do you do it for? ^*

One or two sentences is fine.

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Briefly describe your workflow from enquiry to getting paid ^*

Enquiry → quoting → delivery → invoicing → follow-up

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What tasks repeat every week that feel unnecessary or draining? ^*

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Where does work usually slow down, break, or feel frustrating? ^*

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Which tools do you rely on most right now? ^*

Google Docs / Drive

Notion

Project management tool (Asana / ClickUp / Trello)

Calendly

Accounting / invoicing tool

ChatGPT

Other

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Do you have templates or standard processes? ^*

Yes, and they’re up to date

Yes, but they’re messy or outdated

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What are the main challenges you’re currently facing?

Too manual

Too many tools

No documentation

Founder bottleneck

AI curiosity but no clarity

Team confusion / misalignment

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Where do you feel money leaks or value is lost? ^*

Undercharging

Scope creep

Late payments

Too much unpaid admin

Weak proposals

Not tracking time

Other

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Where do you feel you lose the most time? ^*

Admin

Client communication

Proposals / quoting

Delivery

Revisions

Invoicing / payment follow-ups

Context switching

Other

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Is there anything important I should know before reviewing your workflow?

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What are you trying to improve in the next 30–60 days?

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Consent

I confirm this information can be used to produce my Workflow Audit Lite report.

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You’re all set.

Thanks for taking the time to complete the Workflow Audit Lite intake. Your submission has been received and is now in review.

You’ll receive a written Workflow Audit Lite report with practical insights and next steps within 3–5 business days.

If we need clarification on anything you shared, we’ll reach out by email.

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