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General Business Information

Organization

What kind of business do you have?

What are the main products or services you offer?

How many employees do you have?

How long have you been in operation?

Daily Operations

Describe your daily business operations

What are the most time-consuming tasks in your business?

How do you currently handle customer inquiries and support?

Which tasks are repetitive and require manual input?

How do you manage your inventory or stock levels?

Marketing and Sales

How do you currently attract and retain customers?

Do you use any tools for digital marketing (e.g., social media, email marketing, SEO)? If so which one?

How do you track and analyze your sales data?

Financial Management

How do you manage your accounting and financial records?

Do you have an automated invoicing and billing system?

Customer Experience

How do you collect and respond to customer feedback?

Do you have a loyalty program or any customer retention strategies? Explain.

Employee Management

How do you manage employee schedules and time tracking?

Do you have a system for employee performance reviews and training? Explain

Challenges and Goals

What are the biggest challenges you face in your business currently?

What are your business goals for the next year?

Technology and Automation

Are you currently using any automation tools or software? If so, please describe them.

Which areas of your business do you think could benefit from automation or AI?

Are there any specific processes you would like to automate but are unsure how to?

Website and Online Presence

Website

On a scale of 1-10, how satisfied are you with your current website's look and functionality? (1 not at all - 10 could not be better)

Open-Ended

What tasks do you find most frustrating or difficult to manage?

Is there anything else you would like to share about your business operations and where you see room for improvement?

Where should we send your custom report?

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