AI Automation Audit Intake Form Full Name Business Name Industry or Niche Location (City/State) Business Website or Social Links Number of Team Members Which areas of your business involve the most manual work? Responding to customer inquiries Lead follow-up Appointment scheduling Onboarding clients or team Social media and content creation Manual data entry or reporting Current tools/software used Are you currently using AI or automation tools? Yes No Not sure List any AI or automation tools used Biggest bottleneck in your current operations If you could automate one thing today, what would it be? Top priorities for the next 60–90 days Save time Capture and convert more leads Improve onboarding Enhance customer experience Reduce costs Increase team efficiency Have you tried solving these issues before? Yes No If yes, briefly e