Automation Audit Intake

Submit the details below so the audit can start. A copy can also be sent to rikusouhou@gmail.com.

Business name


Website


Primary contact


Best email


Highest-value service or product


Main lead sources


Desired prospect action


Current tools


Current workflow after a new inquiry


Where leads or tasks get lost


Manual or repetitive step


Compliance or privacy constraints


What would make this audit worth the fee?


Submit intake

Questions to prepare

1. Business name and website
2. Primary contact name and best email
3. Highest-value service or product when a lead converts
4. Main lead sources today
5. Action you most want prospects to take
6. Tools used for forms, email, calendar, CRM, payments, spreadsheets, or messaging
7. What happens after a new inquiry arrives
8. Where leads or tasks get lost
9. One repetitive step the team handles manually
10. Compliance, privacy, or client-data rules to respect
11. What would make this audit worth the fee

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