"*" indicates required fields Step 1 of 9 11% Automation & Artificial Intelligence Audit Questionnaire NB Fields marked with * are compulsory. The audit takes most people around 30 minutes to complete. There are no right or wrong answers. Feel free to provide as much information as you are comfortable sharing. The more information you provide, the better the results of your audit will be. You may save your audit at any time and return later to complete it.This field is hidden when viewing the formName* First Last This field is hidden when viewing the formEmail* This field is hidden when viewing the formPhone*This field is hidden when viewing the formCompany* General Information In this section, you will be asked a few general questions about your organisation. More specific questions will follow in later sections.Please select the sector(s) that best describes where your organization operates.* Business to Consumer Business to Business Not for Profit Organization Government Organization How many employees does your organization have?* Just me 1-5 6-20 21-50 51-200 200+ Describe your industry sector.*Describe your key business goals right now.* Products & ServicesWhat is your core product and/or service, and how is it delivered?*Which tasks or steps in this process require the most manual effort?*What are the repetitive service delivery tasks you can spot in your current processes?*Is there any research, or content generation involved?*What are the roles and responsibilities of staff involved in delivering your products and/or services?*How do you currently measure the efficiency and quality of product and/or service delivery?* Marketing & Lead GenerationWhat are your current marketing strategies and channels?*How do you generate leads and what platforms and/or tools are involved?*What is your lead nurturing process, and how do you convert leads into customers?*What marketing tools and/or CRM are you currently using?*What challenges do you face in your lead generation process?* SalesWhat is your current sales process?*What tools and platforms do you use for sales tracking and forecasting?*How do you identify key customers or segment your audience?*What roles or team members are involved in the sales process?*What are some specific tasks that require a lot of time?*How are sales analytics currently handled?* Customer Onboarding & SupportDescribe your customer onboarding process and the tools involved.*What are the most time-consuming tasks in onboarding new customers?*Do you know of any customer onboarding tasks might be automated?*What customer support channels are currently in place?*How long does the onboarding process typically take?*How do you manage customer follow-ups?* Retention & UpsellingHow do you currently handle customer retention?*How do you upsell your products or services to customers?*How do you offer additional products or services to existing customers?*Do you have a referral system? If so, how is it managed and tracked?*What channels or platforms do you use to maintain relationships with past customers?* Internal & External CommunicationHow do teams within your company communicate for day-to-day operations?*How do you handle customer inquiries or support requests?*Are there any communication tasks that are currently automated? If so, what are their limitations?*Do you have any systems in place for tracking customer feedback or client requests? If so, can you describe this system?*Are you using chatbots or virtual AI assistants to communicate with customers? If so, what are their limitations?*Do you use collaboration tools that you think might benefit from AI-enhanced features? If so, what are these tools?* Analytics & ReportingWhat types of data are you currently tracking for your business operations?*How do you track and report on your company’s financial performance?*How do you track employee performance?*Are you using any automated tools for data collection and reporting? If so, which ones?*How do you currently visualize your data?*Do you use predictive analytics for future planning?* 305
