AI Business Audit

Business Information

Business Name *

Email Address * We’ll send your report to this email address

Industry *

Business Size *

Current Technology Usage

Which tools do you currently use? (Select all that apply)

Email (Gmail, Outlook) Spreadsheets (Excel, Google Sheets) QuickBooks or similar accounting software CRM (HubSpot, Salesforce, etc.) E-commerce platform (Shopify, WooCommerce) Social media management tools Team communication (Slack, Teams) Project management (Trello, Asana) None of the above

How do you currently manage customer relationships?

How comfortable is your team with new technology?

Business Challenges

What are your biggest business challenges? (Select all that apply)

Time management and productivity Finding new customers Customer communication and follow-up Data organization and analysis Marketing effectiveness Financial tracking and reporting Team collaboration and communication Inventory or resource management Scaling operations efficiently

How many hours per week does your team spend on manual, repetitive tasks?

Goals and Priorities

What are your primary goals for the next 12 months? (Select all that apply)

Increase revenue Reduce operational costs Improve team efficiency Provide better customer service Expand to new markets Improve product/service quality Scale the team Get better business insights from data

What’s your monthly budget for new business tools?

What’s most important when implementing new tools? (Select top 3)

Ease of use Quick implementation Cost effectiveness Integration with existing tools Strong customer support Scalability for growth Data security and privacy

Additional Information

How do you currently measure business success? (Select all that apply)

Revenue growth Customer satisfaction scores Operational efficiency metrics Market share Employee productivity Profit margins No formal metrics in place

Any additional context about your business that would help us provide better recommendations?

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