{"id":30688,"date":"2024-11-14T22:06:09","date_gmt":"2024-11-14T12:06:09","guid":{"rendered":"https:\/\/agenticus.com\/?page_id=30688"},"modified":"2024-11-24T12:49:30","modified_gmt":"2024-11-24T02:49:30","slug":"audit","status":"publish","type":"page","link":"https:\/\/agenticus.com\/audit\/","title":{"rendered":"Automation &#038; AI Audit"},"content":{"rendered":"\t\t<div data-elementor-type=\"wp-page\" data-elementor-id=\"30688\" class=\"elementor elementor-30688\" data-elementor-post-type=\"page\">\n\t\t\t\t\t\t<section class=\"elementor-section-with-custom-width elementor-section elementor-top-section elementor-element elementor-element-609b5ee elementor-section-boxed elementor-section-height-default elementor-section-height-default sc_fly_static\" data-id=\"609b5ee\" data-element_type=\"section\" data-settings=\"{&quot;background_background&quot;:&quot;classic&quot;}\">\n\t\t\t\t\t\t<div class=\"elementor-container elementor-column-gap-extended\">\n\t\t\t\t\t<div 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#112337;--gf-ctrl-choice-size: var(--gf-ctrl-choice-size-md);--gf-ctrl-checkbox-check-size: var(--gf-ctrl-checkbox-check-size-md);--gf-ctrl-radio-check-size: var(--gf-ctrl-radio-check-size-md);--gf-ctrl-btn-font-size: var(--gf-ctrl-btn-font-size-md);--gf-ctrl-btn-padding-x: var(--gf-ctrl-btn-padding-x-md);--gf-ctrl-btn-size: var(--gf-ctrl-btn-size-md);--gf-ctrl-btn-border-color-secondary: #686e77;--gf-ctrl-file-btn-bg-color-hover: #EBEBEB;--gf-field-img-choice-size: var(--gf-field-img-choice-size-md);--gf-field-img-choice-card-space: var(--gf-field-img-choice-card-space-md);--gf-field-img-choice-check-ind-size: var(--gf-field-img-choice-check-ind-size-md);--gf-field-img-choice-check-ind-icon-size: var(--gf-field-img-choice-check-ind-icon-size-md);--gf-field-pg-steps-number-color: rgba(17, 35, 55, 0.8);}<\/style><div id='gf_14' class='gform_anchor' tabindex='-1'><\/div>\n                        <div class='gform_heading'>\n\t\t\t\t\t\t\t<p class='gform_required_legend'><\/p>\n                        <\/div><form method='post' enctype='multipart\/form-data' target='gform_ajax_frame_14' id='gform_14'  action='\/wp-json\/wp\/v2\/pages\/30688#gf_14' data-formid='14' novalidate>\n        <div id='gf_progressbar_wrapper_14' class='gf_progressbar_wrapper' data-start-at-zero=''>\n        \t<p class=\"gf_progressbar_title\">Step <span class='gf_step_current_page'>1<\/span> of <span class='gf_step_page_count'>9<\/span><span class='gf_step_page_name'><\/span>\n        \t<\/p>\n            <div class='gf_progressbar gf_progressbar_blue' aria-hidden='true'>\n                <div class='gf_progressbar_percentage percentbar_blue percentbar_11' style='width:11%;'><span>11%<\/span><\/div>\n            <\/div><\/div>\n                        <div class='gform-body gform_body'><div id='gform_page_14_1' class='gform_page ' data-js='page-field-id-0' >\n                                    <div class='gform_page_fields'><div id='gform_fields_14' class='gform_fields top_label form_sublabel_above description_above validation_above'><div id=\"field_14_6\" class=\"gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_6\" ><h3 style=\"color:#222222;\">Automation & Artificial Intelligence Audit Questionnaire<\/h3>\n<p><strong>NB<\/strong> Fields marked with * are compulsory.<br \/>\nThe audit takes most people around 30 minutes to complete.<br \/>\nThere are no right or wrong answers.<br \/>\nFeel free to provide as much information as you are comfortable sharing.<br \/>\nThe more information you provide, the better the results of your audit will be.<br \/>\nYou may save your audit at any time and return later to complete it.<\/p><\/div><fieldset id=\"field_14_1\" class=\"gfield gfield--type-name gfield--input-type-name gfield_contains_required field_sublabel_hidden_label gfield--no-description field_description_above hidden_label field_validation_above gfield_visibility_hidden\"  data-js-reload=\"field_14_1\" ><div class=\"admin-hidden-markup\"><i class=\"gform-icon gform-icon--hidden\" aria-hidden=\"true\" title=\"This field is hidden when viewing the form\"><\/i><span>This field is hidden when viewing the form<\/span><\/div><legend class='gfield_label gform-field-label gfield_label_before_complex' >Name<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/legend><div class='ginput_complex ginput_container ginput_container--name no_prefix has_first_name no_middle_name has_last_name no_suffix gf_name_has_2 ginput_container_name gform-grid-row' id='input_14_1'>\n                            \n                            <span id='input_14_1_3_container' class='name_first gform-grid-col gform-grid-col--size-auto' >\n                                                    <input type='text' name='input_1.3' id='input_14_1_3' value='First name'   aria-required='true'     \/>\n                                                    <label for='input_14_1_3' class='gform-field-label gform-field-label--type-sub hidden_sub_label screen-reader-text'>First<\/label>\n                                                <\/span>\n                            \n                            <span id='input_14_1_6_container' class='name_last gform-grid-col gform-grid-col--size-auto' >\n                                                    <input type='text' name='input_1.6' id='input_14_1_6' value='Last name'   aria-required='true'     \/>\n                                                    <label for='input_14_1_6' class='gform-field-label gform-field-label--type-sub hidden_sub_label screen-reader-text'>Last<\/label>\n                                                <\/span>\n                            \n                        <\/div><\/fieldset><div id=\"field_14_3\" class=\"gfield gfield--type-email gfield--input-type-email gfield--width-half gfield_contains_required field_sublabel_above gfield--no-description field_description_above hidden_label field_validation_above gfield_visibility_hidden\"  data-js-reload=\"field_14_3\" ><div class=\"admin-hidden-markup\"><i class=\"gform-icon gform-icon--hidden\" aria-hidden=\"true\" title=\"This field is hidden when viewing the form\"><\/i><span>This field is hidden when viewing the form<\/span><\/div><label class='gfield_label gform-field-label' for='input_14_3'>Email<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_email'>\n                            <input name='input_3' id='input_14_3' type='email' value='Email' class='large'   placeholder='Email' aria-required=\"true\" aria-invalid=\"false\"  \/>\n                        <\/div><\/div><div id=\"field_14_4\" class=\"gfield gfield--type-phone gfield--input-type-phone gfield--width-half gfield_contains_required field_sublabel_above gfield--no-description field_description_above hidden_label field_validation_above gfield_visibility_hidden\"  data-js-reload=\"field_14_4\" ><div class=\"admin-hidden-markup\"><i class=\"gform-icon gform-icon--hidden\" aria-hidden=\"true\" title=\"This field is hidden when viewing the form\"><\/i><span>This field is hidden when viewing the form<\/span><\/div><label class='gfield_label gform-field-label' for='input_14_4'>Phone<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_phone'><input name='input_4' id='input_14_4' type='tel' value='' class='large'  placeholder='Phone' aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/div><div id=\"field_14_5\" class=\"gfield gfield--type-text gfield--input-type-text gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above hidden_label field_validation_above gfield_visibility_hidden\"  data-js-reload=\"field_14_5\" ><div class=\"admin-hidden-markup\"><i class=\"gform-icon gform-icon--hidden\" aria-hidden=\"true\" title=\"This field is hidden when viewing the form\"><\/i><span>This field is hidden when viewing the form<\/span><\/div><label class='gfield_label gform-field-label' for='input_14_5'>Company<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_text'><input name='input_5' id='input_14_5' type='text' value='' class='large'    placeholder='Organization name' aria-required=\"true\" aria-invalid=\"false\"   \/><\/div><\/div><\/div>\n                    <\/div>\n                    <div class='gform-page-footer gform_page_footer top_label'>\n                         <input type='button' id='gform_next_button_14_8' class='gform_next_button gform-theme-button button' onclick='gform.submission.handleButtonClick(this);' value='Next'  \/> <button type='button'  id='gform_save_14_2_link' onclick='gform.submission.handleButtonClick(this);' class='gform_save_link gform-theme-button gform-theme-button--secondary button'  ><svg aria-hidden=\"true\" focusable=\"false\" width=\"16\" height=\"16\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M0 8a4 4 0 004 4h3v3a1 1 0 102 0v-3h3a4 4 0 100-8 4 4 0 10-8 0 4 4 0 00-4 4zm9 4H7V7.414L5.707 8.707a1 1 0 01-1.414-1.414l3-3a1 1 0 011.414 0l3 3a1 1 0 01-1.414 1.414L9 7.414V12z\" fill=\"#6B7280\"\/><\/svg> CLICK HERE to Save & Continue Later<\/button>\n                    <\/div>\n                <\/div>\n                <div id='gform_page_14_2' class='gform_page' data-js='page-field-id-8' style='display:none;'>\n                    <div class='gform_page_fields'>\n                        <div id='gform_fields_14_2' class='gform_fields top_label form_sublabel_above description_above validation_above'><div id=\"field_14_9\" class=\"gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_9\" ><h3 style=\"color:#222222;\">General Information<\/h3>\n<p style=\"color:#222222;\">In this section, you will be asked a few general questions about your organisation. More specific questions will follow in later sections.<\/p><\/div><fieldset id=\"field_14_12\" class=\"gfield gfield--type-checkbox gfield--type-choice gfield--input-type-checkbox gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_12\" ><legend class='gfield_label gform-field-label gfield_label_before_complex' >Please select the sector(s) that best describes where your organization operates.<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/legend><div class='ginput_container ginput_container_checkbox'><div class='gfield_checkbox ' id='input_14_12'><div class='gchoice gchoice_14_12_1'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_12.1' type='checkbox'  value='Business to Consumer'  id='choice_14_12_1'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_14_12_1' id='label_14_12_1' class='gform-field-label gform-field-label--type-inline'>Business to Consumer<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_14_12_2'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_12.2' type='checkbox'  value='Business to Business'  id='choice_14_12_2'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_14_12_2' id='label_14_12_2' class='gform-field-label gform-field-label--type-inline'>Business to Business<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_14_12_3'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_12.3' type='checkbox'  value='Not for Profit Organization'  id='choice_14_12_3'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_14_12_3' id='label_14_12_3' class='gform-field-label gform-field-label--type-inline'>Not for Profit Organization<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_14_12_4'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_12.4' type='checkbox'  value='Government Organization'  id='choice_14_12_4'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_14_12_4' id='label_14_12_4' class='gform-field-label gform-field-label--type-inline'>Government Organization<\/label>\n\t\t\t\t\t\t\t<\/div><\/div><\/div><\/fieldset><fieldset id=\"field_14_17\" class=\"gfield gfield--type-checkbox gfield--type-choice gfield--input-type-checkbox gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_17\" ><legend class='gfield_label gform-field-label gfield_label_before_complex' >How many employees does your organization have?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/legend><div class='ginput_container ginput_container_checkbox'><div class='gfield_checkbox ' id='input_14_17'><div class='gchoice gchoice_14_17_1'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_17.1' type='checkbox'  value='Just me'  id='choice_14_17_1'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_14_17_1' id='label_14_17_1' class='gform-field-label gform-field-label--type-inline'>Just me<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_14_17_2'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_17.2' type='checkbox'  value='1-5'  id='choice_14_17_2'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_14_17_2' id='label_14_17_2' class='gform-field-label gform-field-label--type-inline'>1-5<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_14_17_3'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_17.3' type='checkbox'  value='6-20'  id='choice_14_17_3'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_14_17_3' id='label_14_17_3' class='gform-field-label gform-field-label--type-inline'>6-20<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_14_17_4'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_17.4' type='checkbox'  value='21-50'  id='choice_14_17_4'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_14_17_4' id='label_14_17_4' class='gform-field-label gform-field-label--type-inline'>21-50<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_14_17_5'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_17.5' type='checkbox'  value='51-200'  id='choice_14_17_5'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_14_17_5' id='label_14_17_5' class='gform-field-label gform-field-label--type-inline'>51-200<\/label>\n\t\t\t\t\t\t\t<\/div><div class='gchoice gchoice_14_17_6'>\n\t\t\t\t\t\t\t\t<input class='gfield-choice-input' name='input_17.6' type='checkbox'  value='200+'  id='choice_14_17_6'   \/>\n\t\t\t\t\t\t\t\t<label for='choice_14_17_6' id='label_14_17_6' class='gform-field-label gform-field-label--type-inline'>200+<\/label>\n\t\t\t\t\t\t\t<\/div><\/div><\/div><\/fieldset><div id=\"field_14_19\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_19\" ><label class='gfield_label gform-field-label' for='input_14_19'>Describe your industry sector.<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_19' id='input_14_19' class='textarea large'    placeholder='e.g., &quot;Retail,&quot; &quot;Healthcare,&quot; &quot;Technology,&quot; &quot;Education,&quot; &quot;Hospitality,&quot; &quot;Manufacturing,&quot; &quot;Financial Services.&quot; Feel free to provide more nuanced information, as this will help us to better understand any market niches you operate in.' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_14\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_14\" ><label class='gfield_label gform-field-label' for='input_14_14'>Describe your key business goals right now.<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_14' id='input_14_14' class='textarea large'    placeholder='e.g., &quot;Increase customer retention by 20% in the next year,&quot; &quot;Streamline internal processes to save time,&quot; &quot;Expand into new markets,&quot; &quot;Improve lead generation and conversion rates.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><\/div>\n                    <\/div>\n                    <div class='gform-page-footer gform_page_footer top_label'>\n                        <input type='button' id='gform_previous_button_14_15' class='gform_previous_button gform-theme-button gform-theme-button--secondary button' onclick='gform.submission.handleButtonClick(this);' value='Previous'  \/> <input type='button' id='gform_next_button_14_15' class='gform_next_button gform-theme-button button' onclick='gform.submission.handleButtonClick(this);' value='Next'  \/> <button type='button'  id='gform_save_14_3_link' onclick='gform.submission.handleButtonClick(this);' class='gform_save_link gform-theme-button gform-theme-button--secondary button'  ><svg aria-hidden=\"true\" focusable=\"false\" width=\"16\" height=\"16\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M0 8a4 4 0 004 4h3v3a1 1 0 102 0v-3h3a4 4 0 100-8 4 4 0 10-8 0 4 4 0 00-4 4zm9 4H7V7.414L5.707 8.707a1 1 0 01-1.414-1.414l3-3a1 1 0 011.414 0l3 3a1 1 0 01-1.414 1.414L9 7.414V12z\" fill=\"#6B7280\"\/><\/svg> CLICK HERE to Save & Continue Later<\/button>\n                    <\/div>\n                <\/div>\n                <div id='gform_page_14_3' class='gform_page' data-js='page-field-id-15' style='display:none;'>\n                    <div class='gform_page_fields'>\n                        <div id='gform_fields_14_3' class='gform_fields top_label form_sublabel_above description_above validation_above'><div id=\"field_14_20\" class=\"gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_20\" ><h3 style=\"color:#222222;\">Products & Services<\/h3><\/div><div id=\"field_14_18\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_18\" ><label class='gfield_label gform-field-label' for='input_14_18'>What is your core product and\/or service, and how is it delivered?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_18' id='input_14_18' class='textarea large'    placeholder='e.g., &quot;We offer online marketing services delivered through virtual consultations,&quot; &quot;We manufacture and distribute eco-friendly packaging,&quot; &quot;We sell custom furniture through an e-commerce platform,&quot; &quot;We provide IT support services via on-site and remote teams.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_37\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_37\" ><label class='gfield_label gform-field-label' for='input_14_37'>Which tasks or steps in this process require the most manual effort?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_37' id='input_14_37' class='textarea large'    placeholder='e.g., &quot;Manually tracking inventory levels,&quot; &quot;Inputting customer data into our CRM,&quot; &quot;Scheduling appointments with clients,&quot; &quot;Processing invoices and payments,&quot; &quot;Generating reports for management.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_36\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_36\" ><label class='gfield_label gform-field-label' for='input_14_36'>What are the repetitive service delivery tasks you can spot in your current processes?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_36' id='input_14_36' class='textarea large'    placeholder='e.g., &quot;Responding to similar customer inquiries via email,&quot; &quot;Entering order details into the system,&quot; &quot;Sending follow-up reminders to clients,&quot; &quot;Manually updating delivery statuses,&quot; &quot;Preparing standardised reports for every client.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_35\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_35\" ><label class='gfield_label gform-field-label' for='input_14_35'>Is there any research, or content generation involved?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_35' id='input_14_35' class='textarea large'    placeholder='e.g., &quot;Writing blog posts or social media content,&quot; &quot;Researching competitor pricing and trends,&quot; &quot;Preparing client proposals or presentations,&quot; &quot;Creating product descriptions for our website,&quot; &quot;Compiling industry reports for internal use.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_34\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_34\" ><label class='gfield_label gform-field-label' for='input_14_34'>What are the roles and responsibilities of staff involved in delivering your products and\/or services?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_34' id='input_14_34' class='textarea large'    placeholder='e.g., &quot;Sales representatives handle client acquisition and order processing,&quot; &quot;Customer support team manages inquiries and troubleshooting,&quot; &quot;Delivery staff ensure timely product shipment,&quot; &quot;Designers create customised solutions for clients,&quot; &quot;Account managers oversee client relationships and project milestones.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_33\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_33\" ><label class='gfield_label gform-field-label' for='input_14_33'>How do you currently measure the efficiency and quality of product and\/or service delivery?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_33' id='input_14_33' class='textarea large'    placeholder='e.g., &quot;Customer satisfaction surveys and Net Promoter Score (NPS),&quot; &quot;Tracking delivery timelines against set benchmarks,&quot; &quot;Monitoring error rates in completed tasks,&quot; &quot;Analysing client retention and repeat business rates,&quot; &quot;Using internal audits to evaluate workflow efficiency.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><\/div>\n                    <\/div>\n                    <div class='gform-page-footer gform_page_footer top_label'>\n                        <input type='button' id='gform_previous_button_14_22' class='gform_previous_button gform-theme-button gform-theme-button--secondary button' onclick='gform.submission.handleButtonClick(this);' value='Previous'  \/> <input type='button' id='gform_next_button_14_22' class='gform_next_button gform-theme-button button' onclick='gform.submission.handleButtonClick(this);' value='Next'  \/> <button type='button'  id='gform_save_14_4_link' onclick='gform.submission.handleButtonClick(this);' class='gform_save_link gform-theme-button gform-theme-button--secondary button'  ><svg aria-hidden=\"true\" focusable=\"false\" width=\"16\" height=\"16\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M0 8a4 4 0 004 4h3v3a1 1 0 102 0v-3h3a4 4 0 100-8 4 4 0 10-8 0 4 4 0 00-4 4zm9 4H7V7.414L5.707 8.707a1 1 0 01-1.414-1.414l3-3a1 1 0 011.414 0l3 3a1 1 0 01-1.414 1.414L9 7.414V12z\" fill=\"#6B7280\"\/><\/svg> CLICK HERE to Save & Continue Later<\/button>\n                    <\/div>\n                <\/div>\n                <div id='gform_page_14_4' class='gform_page' data-js='page-field-id-22' style='display:none;'>\n                    <div class='gform_page_fields'>\n                        <div id='gform_fields_14_4' class='gform_fields top_label form_sublabel_above description_above validation_above'><div id=\"field_14_21\" class=\"gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_21\" ><h3 style=\"color:#222222;\">Marketing & Lead Generation<\/h3><\/div><div id=\"field_14_38\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_38\" ><label class='gfield_label gform-field-label' for='input_14_38'>What are your current marketing strategies and channels?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_38' id='input_14_38' class='textarea large'    placeholder='e.g., &quot;Social media advertising on Facebook and Instagram,&quot; &quot;Email campaigns targeting existing customers,&quot; &quot;Search engine optimisation (SEO) to drive organic traffic,&quot; &quot;Paid Google Ads for lead generation,&quot; &quot;Content marketing through blogs and videos.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_42\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_42\" ><label class='gfield_label gform-field-label' for='input_14_42'>How do you generate leads and what platforms and\/or tools are involved?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_42' id='input_14_42' class='textarea large'    placeholder='e.g., &quot;Using LinkedIn to connect with potential clients,&quot; &quot;Running Google Ads campaigns for targeted traffic,&quot; &quot;Collecting leads through website forms integrated with a CRM,&quot; &quot;Hosting webinars to attract prospects,&quot; &quot;Using tools like HubSpot or Salesforce for lead tracking and management.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_41\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_41\" ><label class='gfield_label gform-field-label' for='input_14_41'>What is your lead nurturing process, and how do you convert leads into customers?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_41' id='input_14_41' class='textarea large'    placeholder='e.g., &quot;Sending personalised email follow-ups with product demos,&quot; &quot;Scheduling discovery calls to understand client needs,&quot; &quot;Offering free trials or consultations to engage prospects,&quot; &quot;Using drip email campaigns to educate leads about our services,&quot; &quot;Tracking lead interactions in a CRM to prioritise high-potential leads.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_40\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_40\" ><label class='gfield_label gform-field-label' for='input_14_40'>What marketing tools and\/or CRM are you currently using?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_40' id='input_14_40' class='textarea large'    placeholder='e.g., &quot;HubSpot for email campaigns and lead management,&quot; &quot;Google Analytics for website performance tracking,&quot; &quot;Mailchimp for newsletters,&quot; &quot;Salesforce for CRM and customer tracking,&quot; &quot;Hootsuite for social media scheduling and monitoring.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_39\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_39\" ><label class='gfield_label gform-field-label' for='input_14_39'>What challenges do you face in your lead generation process?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_39' id='input_14_39' class='textarea large'    placeholder='e.g., &quot;Difficulty reaching the right audience,&quot; &quot;Low engagement rates on social media campaigns,&quot; &quot;High cost per lead for paid ads,&quot; &quot;Inconsistent follow-ups with prospects,&quot; &quot;Limited tracking of lead sources and performance metrics.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><\/div>\n                    <\/div>\n                    <div class='gform-page-footer gform_page_footer top_label'>\n                        <input type='button' id='gform_previous_button_14_23' class='gform_previous_button gform-theme-button gform-theme-button--secondary button' onclick='gform.submission.handleButtonClick(this);' value='Previous'  \/> <input type='button' id='gform_next_button_14_23' class='gform_next_button gform-theme-button button' onclick='gform.submission.handleButtonClick(this);' value='Next'  \/> <button type='button'  id='gform_save_14_5_link' onclick='gform.submission.handleButtonClick(this);' class='gform_save_link gform-theme-button gform-theme-button--secondary button'  ><svg aria-hidden=\"true\" focusable=\"false\" width=\"16\" height=\"16\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M0 8a4 4 0 004 4h3v3a1 1 0 102 0v-3h3a4 4 0 100-8 4 4 0 10-8 0 4 4 0 00-4 4zm9 4H7V7.414L5.707 8.707a1 1 0 01-1.414-1.414l3-3a1 1 0 011.414 0l3 3a1 1 0 01-1.414 1.414L9 7.414V12z\" fill=\"#6B7280\"\/><\/svg> CLICK HERE to Save & Continue Later<\/button>\n                    <\/div>\n                <\/div>\n                <div id='gform_page_14_5' class='gform_page' data-js='page-field-id-23' style='display:none;'>\n                    <div class='gform_page_fields'>\n                        <div id='gform_fields_14_5' class='gform_fields top_label form_sublabel_above description_above validation_above'><div id=\"field_14_24\" class=\"gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_24\" ><h3 style=\"color:#222222;\">Sales<\/h3><\/div><div id=\"field_14_43\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_43\" ><label class='gfield_label gform-field-label' for='input_14_43'>What is your current sales process?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_43' id='input_14_43' class='textarea large'    placeholder='e.g., &quot;Initial consultation followed by a proposal and contract signing,&quot; &quot;Cold calling leads and scheduling in-person meetings,&quot; &quot;Online demos and webinars to showcase products,&quot; &quot;Using a CRM to track deals through a sales pipeline,&quot; &quot;Relying on referrals and word-of-mouth for new business.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_48\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_48\" ><label class='gfield_label gform-field-label' for='input_14_48'>What tools and platforms do you use for sales tracking and forecasting?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_48' id='input_14_48' class='textarea large'    placeholder='e.g., &quot;Salesforce for tracking deals and generating forecasts,&quot; &quot;Excel spreadsheets for manual sales tracking,&quot; &quot;Pipedrive to manage sales pipelines,&quot; &quot;Zoho CRM for reporting and analytics,&quot; &quot;Using QuickBooks to track revenue trends.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_47\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_47\" ><label class='gfield_label gform-field-label' for='input_14_47'>How do you identify key customers or segment your audience?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_47' id='input_14_47' class='textarea large'    placeholder='e.g., &quot;Using CRM data to segment by purchase history and behaviour,&quot; &quot;Identifying high-value customers based on revenue contribution,&quot; &quot;Segmenting email lists by demographics and interests,&quot; &quot;Tracking website interactions to identify engaged leads,&quot; &quot;Using tools like Google Analytics or HubSpot for audience segmentation.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_46\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_46\" ><label class='gfield_label gform-field-label' for='input_14_46'>What roles or team members are involved in the sales process?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_46' id='input_14_46' class='textarea large'    placeholder='e.g., &quot;Sales representatives handle client outreach and follow-ups,&quot; &quot;Account managers oversee contract negotiations and client onboarding,&quot; &quot;Marketing team supports with lead generation and nurturing,&quot; &quot;Sales managers review pipelines and set targets,&quot; &quot;Customer success team assists with upselling and renewals.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_45\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_45\" ><label class='gfield_label gform-field-label' for='input_14_45'>What are some specific tasks that require a lot of time?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_45' id='input_14_45' class='textarea large'    placeholder='e.g., &quot;Manually inputting data into the CRM,&quot; &quot;Following up with leads individually via email or phone,&quot; &quot;Preparing detailed proposals and presentations,&quot; &quot;Compiling and analysing sales reports,&quot; &quot;Scheduling meetings and coordinating with clients.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_44\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_44\" ><label class='gfield_label gform-field-label' for='input_14_44'>How are sales analytics currently handled?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_44' id='input_14_44' class='textarea large'    placeholder='e.g., &quot;Using Excel to manually track and analyse sales data,&quot; &quot;Generating reports through our CRM (e.g., Salesforce, HubSpot),&quot; &quot;Reviewing monthly performance metrics during team meetings,&quot; &quot;Relying on third-party tools like Tableau or Power BI,&quot; &quot;Manually aggregating data from multiple platforms for insights.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><\/div>\n                    <\/div>\n                    <div class='gform-page-footer gform_page_footer top_label'>\n                        <input type='button' id='gform_previous_button_14_25' class='gform_previous_button gform-theme-button gform-theme-button--secondary button' onclick='gform.submission.handleButtonClick(this);' value='Previous'  \/> <input type='button' id='gform_next_button_14_25' class='gform_next_button gform-theme-button button' onclick='gform.submission.handleButtonClick(this);' value='Next'  \/> <button type='button'  id='gform_save_14_6_link' onclick='gform.submission.handleButtonClick(this);' class='gform_save_link gform-theme-button gform-theme-button--secondary button'  ><svg aria-hidden=\"true\" focusable=\"false\" width=\"16\" height=\"16\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M0 8a4 4 0 004 4h3v3a1 1 0 102 0v-3h3a4 4 0 100-8 4 4 0 10-8 0 4 4 0 00-4 4zm9 4H7V7.414L5.707 8.707a1 1 0 01-1.414-1.414l3-3a1 1 0 011.414 0l3 3a1 1 0 01-1.414 1.414L9 7.414V12z\" fill=\"#6B7280\"\/><\/svg> CLICK HERE to Save & Continue Later<\/button>\n                    <\/div>\n                <\/div>\n                <div id='gform_page_14_6' class='gform_page' data-js='page-field-id-25' style='display:none;'>\n                    <div class='gform_page_fields'>\n                        <div id='gform_fields_14_6' class='gform_fields top_label form_sublabel_above description_above validation_above'><div id=\"field_14_26\" class=\"gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_26\" ><h3 style=\"color:#222222;\">Customer Onboarding & Support<\/h3><\/div><div id=\"field_14_49\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_49\" ><label class='gfield_label gform-field-label' for='input_14_49'>Describe your customer onboarding process and the tools involved.<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_49' id='input_14_49' class='textarea large'    placeholder='e.g., &quot;Sending a welcome email and onboarding checklist via Mailchimp,&quot; &quot;Using HubSpot to track onboarding progress and schedule follow-ups,&quot; &quot;Providing training materials through a learning management system (LMS),&quot; &quot;Setting up initial meetings and account setup manually,&quot; &quot;Using video tutorials and FAQs hosted on our website.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_54\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_54\" ><label class='gfield_label gform-field-label' for='input_14_54'>What are the most time-consuming tasks in onboarding new customers?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_54' id='input_14_54' class='textarea large'    placeholder='e.g., &quot;Manually collecting and verifying customer information,&quot; &quot;Customising training sessions for each client,&quot; &quot;Answering repetitive onboarding questions via email,&quot; &quot;Setting up accounts and configuring tools,&quot; &quot;Following up to ensure all onboarding steps are completed.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_53\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_53\" ><label class='gfield_label gform-field-label' for='input_14_53'>Do you know of any customer onboarding tasks might be automated?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_53' id='input_14_53' class='textarea large'    placeholder='e.g., &quot;Sending automated welcome emails and follow-ups,&quot; &quot;Providing self-service account setup options,&quot; &quot;Offering guided tutorials or walkthroughs using chatbots,&quot; &quot;Automatically scheduling onboarding meetings,&quot; &quot;Using AI tools to answer frequently asked questions.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_52\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_52\" ><label class='gfield_label gform-field-label' for='input_14_52'>What customer support channels are currently in place?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_52' id='input_14_52' class='textarea large'    placeholder='e.g., &quot;Email support through a dedicated helpdesk system,&quot; &quot;Live chat on our website,&quot; &quot;Phone support during business hours,&quot; &quot;Self-service knowledge base or FAQs,&quot; &quot;Social media platforms for customer inquiries.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_51\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_51\" ><label class='gfield_label gform-field-label' for='input_14_51'>How long does the onboarding process typically take?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_51' id='input_14_51' class='textarea large'    placeholder='e.g., &quot;On average, 1-2 weeks for standard clients,&quot; &quot;Customised onboarding takes around a month,&quot; &quot;Initial setup is completed within 2-3 days, but full onboarding extends to a week,&quot; &quot;Varies depending on client size and complexity of needs.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_50\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_50\" ><label class='gfield_label gform-field-label' for='input_14_50'>How do you manage customer follow-ups?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_50' id='input_14_50' class='textarea large'    placeholder='e.g., &quot;Using a CRM like Salesforce to schedule and track follow-up tasks,&quot; &quot;Manually sending emails and making calls,&quot; &quot;Automating follow-up reminders with tools like HubSpot,&quot; &quot;Tracking follow-ups in a shared spreadsheet,&quot; &quot;Using email templates for common follow-up scenarios.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><\/div>\n                    <\/div>\n                    <div class='gform-page-footer gform_page_footer top_label'>\n                        <input type='button' id='gform_previous_button_14_27' class='gform_previous_button gform-theme-button gform-theme-button--secondary button' onclick='gform.submission.handleButtonClick(this);' value='Previous'  \/> <input type='button' id='gform_next_button_14_27' class='gform_next_button gform-theme-button button' onclick='gform.submission.handleButtonClick(this);' value='Next'  \/> <button type='button'  id='gform_save_14_7_link' onclick='gform.submission.handleButtonClick(this);' class='gform_save_link gform-theme-button gform-theme-button--secondary button'  ><svg aria-hidden=\"true\" focusable=\"false\" width=\"16\" height=\"16\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M0 8a4 4 0 004 4h3v3a1 1 0 102 0v-3h3a4 4 0 100-8 4 4 0 10-8 0 4 4 0 00-4 4zm9 4H7V7.414L5.707 8.707a1 1 0 01-1.414-1.414l3-3a1 1 0 011.414 0l3 3a1 1 0 01-1.414 1.414L9 7.414V12z\" fill=\"#6B7280\"\/><\/svg> CLICK HERE to Save & Continue Later<\/button>\n                    <\/div>\n                <\/div>\n                <div id='gform_page_14_7' class='gform_page' data-js='page-field-id-27' style='display:none;'>\n                    <div class='gform_page_fields'>\n                        <div id='gform_fields_14_7' class='gform_fields top_label form_sublabel_above description_above validation_above'><div id=\"field_14_28\" class=\"gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_28\" ><h3 style=\"color:#222222;\">Retention & Upselling<\/h3><\/div><div id=\"field_14_55\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_55\" ><label class='gfield_label gform-field-label' for='input_14_55'>How do you currently handle customer retention?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_55' id='input_14_55' class='textarea large'    placeholder='e.g., &quot;Sending personalised offers and discounts via email,&quot; &quot;Conducting regular check-ins with account managers,&quot; &quot;Offering loyalty programs to incentivise repeat business,&quot; &quot;Using feedback surveys to identify areas for improvement,&quot; &quot;Providing proactive support to resolve issues before they escalate.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_59\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_59\" ><label class='gfield_label gform-field-label' for='input_14_59'>How do you upsell your products or services to customers?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_59' id='input_14_59' class='textarea large'    placeholder='e.g., &quot;Suggesting premium options during the checkout process,&quot; &quot;Including upsell offers in follow-up emails,&quot; &quot;Providing personalised recommendations based on purchase history,&quot; &quot;Using account managers to introduce additional services during client reviews,&quot; &quot;Offering bundles or add-ons at discounted rates.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_58\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_58\" ><label class='gfield_label gform-field-label' for='input_14_58'>How do you offer additional products or services to existing customers?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_58' id='input_14_58' class='textarea large'    placeholder='e.g., &quot;Sending targeted email campaigns with relevant product recommendations,&quot; &quot;Introducing new services during regular account reviews,&quot; &quot;Promoting additional offerings through a customer portal,&quot; &quot;Using loyalty programs to incentivise upgrades,&quot; &quot;Including pop-up suggestions for add-ons during online transactions.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_57\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_57\" ><label class='gfield_label gform-field-label' for='input_14_57'>Do you have a referral system? If so, how is it managed and tracked?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_57' id='input_14_57' class='textarea large'    placeholder='e.g., &quot;Yes, we offer referral discounts tracked through our CRM,&quot; &quot;We use a dedicated referral tool like ReferralCandy,&quot; &quot;Referrals are managed manually via a spreadsheet,&quot; &quot;Referral codes are generated and tracked through our e-commerce platform,&quot; &quot;No, we don\u2019t have a referral system in place currently.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_56\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_56\" ><label class='gfield_label gform-field-label' for='input_14_56'>What channels or platforms do you use to maintain relationships with past customers?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_56' id='input_14_56' class='textarea large'    placeholder='e.g., &quot;Email newsletters with updates and offers,&quot; &quot;Social media platforms like LinkedIn and Facebook,&quot; &quot;Customer relationship management (CRM) tools like HubSpot,&quot; &quot;Follow-up calls or check-ins from account managers,&quot; &quot;Loyalty apps or customer portals to engage with past buyers.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><\/div>\n                    <\/div>\n                    <div class='gform-page-footer gform_page_footer top_label'>\n                        <input type='button' id='gform_previous_button_14_29' class='gform_previous_button gform-theme-button gform-theme-button--secondary button' onclick='gform.submission.handleButtonClick(this);' value='Previous'  \/> <input type='button' id='gform_next_button_14_29' class='gform_next_button gform-theme-button button' onclick='gform.submission.handleButtonClick(this);' value='Next'  \/> <button type='button'  id='gform_save_14_8_link' onclick='gform.submission.handleButtonClick(this);' class='gform_save_link gform-theme-button gform-theme-button--secondary button'  ><svg aria-hidden=\"true\" focusable=\"false\" width=\"16\" height=\"16\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M0 8a4 4 0 004 4h3v3a1 1 0 102 0v-3h3a4 4 0 100-8 4 4 0 10-8 0 4 4 0 00-4 4zm9 4H7V7.414L5.707 8.707a1 1 0 01-1.414-1.414l3-3a1 1 0 011.414 0l3 3a1 1 0 01-1.414 1.414L9 7.414V12z\" fill=\"#6B7280\"\/><\/svg> CLICK HERE to Save & Continue Later<\/button>\n                    <\/div>\n                <\/div>\n                <div id='gform_page_14_8' class='gform_page' data-js='page-field-id-29' style='display:none;'>\n                    <div class='gform_page_fields'>\n                        <div id='gform_fields_14_8' class='gform_fields top_label form_sublabel_above description_above validation_above'><div id=\"field_14_30\" class=\"gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_30\" ><h3 style=\"color:#222222;\">Internal & External Communication<\/h3><\/div><div id=\"field_14_61\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_61\" ><label class='gfield_label gform-field-label' for='input_14_61'>How do teams within your company communicate for day-to-day operations?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_61' id='input_14_61' class='textarea large'    placeholder='e.g., &quot;Using Slack channels for instant messaging,&quot; &quot;Team meetings conducted via Zoom or Microsoft Teams,&quot; &quot;Sharing updates through email threads,&quot; &quot;Tracking projects and tasks with tools like Asana or Trello,&quot; &quot;In-person meetings for key discussions and decision-making.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_66\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_66\" ><label class='gfield_label gform-field-label' for='input_14_66'>How do you handle customer inquiries or support requests?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_66' id='input_14_66' class='textarea large'    placeholder='e.g., &quot;Using a ticketing system like Zendesk or Freshdesk,&quot; &quot;Responding to emails manually through a shared inbox,&quot; &quot;Offering live chat support on our website,&quot; &quot;Handling inquiries through social media platforms,&quot; &quot;Providing phone support during business hours.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_65\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_65\" ><label class='gfield_label gform-field-label' for='input_14_65'>Are there any communication tasks that are currently automated? If so, what are their limitations?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_65' id='input_14_65' class='textarea large'    placeholder='e.g., &quot;We use automated email responses for inquiries, but they lack personalisation,&quot; &quot;Chatbots handle basic FAQs but cannot address complex questions,&quot; &quot;Meeting scheduling is automated, but it doesn\u2019t integrate with all calendars,&quot; &quot;Customer notifications are sent automatically, but delays sometimes occur,&quot; &quot;No communication tasks are currently automated.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_64\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_64\" ><label class='gfield_label gform-field-label' for='input_14_64'>Do you have any systems in place for tracking customer feedback or client requests? If so, can you describe this system?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_64' id='input_14_64' class='textarea large'    placeholder='e.g., &quot;We use Google Forms to collect feedback and manually review responses,&quot; &quot;Customer feedback is tracked in our CRM (e.g., HubSpot, Salesforce),&quot; &quot;Client requests are logged and monitored through a ticketing system like Zendesk,&quot; &quot;We rely on post-service surveys sent via email,&quot; &quot;No formal system is in place; feedback is handled ad hoc.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_63\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_63\" ><label class='gfield_label gform-field-label' for='input_14_63'>Are you using chatbots or virtual AI assistants to communicate with customers? If so, what are their limitations?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_63' id='input_14_63' class='textarea large'    placeholder='e.g., &quot;Yes, we use a chatbot for FAQs, but it struggles with complex or nuanced questions,&quot; &quot;Our virtual assistant handles initial inquiries but cannot escalate issues to the right department,&quot; &quot;We use AI to assist with scheduling, but it occasionally double-books appointments,&quot; &quot;Chatbots provide 24\/7 support but lack personalisation,&quot; &quot;No, we are not currently using any chatbots or virtual assistants.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_62\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_62\" ><label class='gfield_label gform-field-label' for='input_14_62'>Do you use collaboration tools that you think might benefit from AI-enhanced features? If so, what are these tools?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_62' id='input_14_62' class='textarea large'    placeholder='e.g., &quot;We use Slack for messaging and think AI could help summarise conversations,&quot; &quot;Trello is our primary project management tool, but AI could assist with task prioritisation,&quot; &quot;Microsoft Teams handles our meetings, and AI transcription would be helpful,&quot; &quot;Google Drive is used for collaboration, and AI could improve document organisation,&quot; &quot;No specific tools, but we are open to exploring AI-enhanced features.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><\/div>\n                    <\/div>\n                    <div class='gform-page-footer gform_page_footer top_label'>\n                        <input type='button' id='gform_previous_button_14_31' class='gform_previous_button gform-theme-button gform-theme-button--secondary button' onclick='gform.submission.handleButtonClick(this);' value='Previous'  \/> <input type='button' id='gform_next_button_14_31' class='gform_next_button gform-theme-button button' onclick='gform.submission.handleButtonClick(this);' value='Next'  \/> <button type='button'  id='gform_save_14_9_link' onclick='gform.submission.handleButtonClick(this);' class='gform_save_link gform-theme-button gform-theme-button--secondary button'  ><svg aria-hidden=\"true\" focusable=\"false\" width=\"16\" height=\"16\" fill=\"none\" xmlns=\"http:\/\/www.w3.org\/2000\/svg\"><path fill-rule=\"evenodd\" clip-rule=\"evenodd\" d=\"M0 8a4 4 0 004 4h3v3a1 1 0 102 0v-3h3a4 4 0 100-8 4 4 0 10-8 0 4 4 0 00-4 4zm9 4H7V7.414L5.707 8.707a1 1 0 01-1.414-1.414l3-3a1 1 0 011.414 0l3 3a1 1 0 01-1.414 1.414L9 7.414V12z\" fill=\"#6B7280\"\/><\/svg> CLICK HERE to Save & Continue Later<\/button>\n                    <\/div>\n                <\/div>\n                <div id='gform_page_14_9' class='gform_page' data-js='page-field-id-31' style='display:none;'>\n                    <div class='gform_page_fields'>\n                        <div id='gform_fields_14_9' class='gform_fields top_label form_sublabel_above description_above validation_above'><div id=\"field_14_32\" class=\"gfield gfield--type-html gfield--input-type-html gfield--width-full gfield_html gfield_html_formatted gfield_no_follows_desc field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_32\" ><h3 style=\"color:#222222;\">Analytics & Reporting<\/h3><\/div><div id=\"field_14_67\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_67\" ><label class='gfield_label gform-field-label' for='input_14_67'>What types of data are you currently tracking for your business operations?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_67' id='input_14_67' class='textarea large'    placeholder='e.g., &quot;Sales performance data such as revenue and conversion rates,&quot; 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&quot;Conducting regular performance reviews with managers,&quot; &quot;Tracking KPIs manually in Excel,&quot; &quot;Using project management tools like Asana to evaluate task completion rates,&quot; &quot;Relying on informal feedback from team leads and peers.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_69\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_69\" ><label class='gfield_label gform-field-label' for='input_14_69'>Are you using any automated tools for data collection and reporting? If so, which ones?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_69' id='input_14_69' class='textarea large'    placeholder='e.g., &quot;We use Google Analytics for website data collection and reporting,&quot; &quot;Salesforce automates sales data tracking and generates reports,&quot; &quot;Microsoft Power BI aggregates and visualises operational data,&quot; &quot;QuickBooks automates financial data entry and reporting,&quot; &quot;No, we currently rely on manual data collection and reporting.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_68\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required field_sublabel_above gfield--no-description field_description_above field_validation_above gfield_visibility_visible\"  data-js-reload=\"field_14_68\" ><label class='gfield_label gform-field-label' for='input_14_68'>How do you currently visualize your data?<span class=\"gfield_required\"><span class=\"gfield_required gfield_required_asterisk\">*<\/span><\/span><\/label><div class='ginput_container ginput_container_textarea'><textarea name='input_68' id='input_14_68' class='textarea large'    placeholder='e.g., &quot;Using Excel to create charts and graphs manually,&quot; &quot;Power BI generates dashboards for key metrics,&quot; &quot;Google Data Studio provides visual reports for marketing data,&quot; &quot;Relying on built-in CRM tools like HubSpot for basic visualisations,&quot; &quot;We do not currently visualise our data; it\u2019s presented in raw formats.&quot;' aria-required=\"true\" aria-invalid=\"false\"   rows='10' cols='50'><\/textarea><\/div><\/div><div id=\"field_14_72\" class=\"gfield gfield--type-textarea gfield--input-type-textarea gfield--width-full gfield_contains_required 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