Pre-Audit Intake Form

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This must be completed at least 2 days before your consultation. It takes 8-15 minutes.

Section 1 of 7

About You

Your Name *

Email *

Business Name *

Do you have a website? *

Yes

Website URL

Section 2 of 7

About Your Business

Help us understand what you do and who you serve.

How many website visitors do you get per month? *

Industry *

How many people work in your business? *

Just me

2-5

6-15

16-50

50+

In one sentence, what does your business do? *

Who is your typical customer? *

How do most of your customers find you? *

Section 3 of 7

Your Biggest Challenges

This is where the real audit work happens. Be specific.

As the founder/owner, where is your leadership time disappearing into manual work? *

Roughly how many hours per week do you spend on admin, follow-up, and manual tasks? *

What is the approximate hourly rate for completing these tasks? *

In your business, what tasks repeat every week that feel manual or time-consuming? *

If you had a magic wand and could instantly get hours back each week, what task would you eliminate first? *

What is your biggest challenge right now with getting new leads and marketing? *

What is the biggest obstacle you face when closing deals and converting leads to customers? *

What is the most time-consuming part of delivering your product or service? *

Think about the steps between 'customer says yes' and 'customer is happy.'

Is there something in your operations you've tried to fix multiple times but still hasn't been solved? *

Section 4 of 7

Sales & Revenue

Numbers help us put a dollar figure on your opportunities.

Do you have a sales team or is it just you handling sales? *

Just me

Myself + others

Dedicated sales team

We don't really do 'sales' (e.g. e-commerce, self-serve)

When it comes to supporting customers or managing client relationships, what causes the most headaches? *

What is the average value of a new customer or job? *

How many new customers do you add per month? *

Do you consistently follow up on every quote or estimate sent? *

Yes

Not consistently

Out of every 10 people who contact you, roughly how many become paying customers? *

Section 5 of 7

Tools & Systems

We need to know what you're already working with.

Have you or your team tried using any AI tools yet? (ChatGPT, Notion AI, Fireflies, make.com, etc.) *

Yes, but not consistently / didn't stick

Yes, we use a few tools regularly

Yes, we're pretty AI-savvy already

Which tools have you tried? What was your experience?

How do you currently track your leads and customers? *

CRM (e.g. HubSpot, GoHighLevel, Salesforce)

Spreadsheet or shared doc

Notes app or paper

I don't really track them

Other

Which CRM do you use?

When a new lead comes in, whether by call or form, what happens to their information? *

It's captured automatically

I enter it manually when I get a chance

It depends, some get captured and some don't

It usually gets lost

Only when they fill out a form, not when they call

Is your business phone number separate from your personal number? *

Yes

If you stopped working for two weeks, could you continue taking in leads smoothly? *

Yes

Not Sure

Section 6 of 7

Calls & Lead Handling

During business hours, how often are you unable to answer incoming calls? *

Rarely

Few times per week

Daily

Multiple times per day

On average, how many calls per week do you miss or are unable to answer? *

Guess if you need to

How are after-hours calls currently handled? *

Voicemail only

Forwarded to personal phone

Answering service

Call goes unanswered

On average, how many after-hours calls per week do you miss? *

Guess if you need to

When a caller doesn't leave a message but their number shows on call display, do you call them back? *

Always

Sometimes

Rarely

Never

We don't have call display

Of the calls you answer, approximately what percentage turn into paying customers? *

When someone leaves a voicemail, what usually happens next? *

I call back as soon as I see it

I call back at the end of the day

I call back when I get a chance, sometimes the next day

It depends, some get called back and some don't

They often don't get called back

Do you have an automated follow-up system for web form inquiries? *

Yes

Section 7 of 7

Your Goals

If this audit goes well and we find some big wins, what would success look like for you?

Which outcomes are you hoping to achieve from this audit?

Please explain

✓

By submitting this form, I agree that the audit report produced by Scotia AI is proprietary and confidential. It is for my internal use only and may not be shared with or used by any third party without Scotia AI's written consent. *

Please accept the confidentiality agreement above to submit.