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Portfolio
Expertise
Legal
Healthcare
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Hospitality
Construction
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R.E.D. Team
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INTAKE FORMS
Automation Audit Questionnaire
NOTE: If you have NOT been redirected here by CFM, please
click here to request more information.
Current Clients – Automation & AI Questionnaire
Who referred you to this questionnaire?
— Please Select —
Adam Smakula
Andy Varnes
Anna Johns
Anne Ackerson
Brian Sexton
Carolyn Whiting
Chris Budihas
Coach Dave Campo
Hannah McMichael
Jack Sears
Janine Hogan
Krystal Carter
Major Harding
Mike White
Morgan Calenberg
Morgan Yonge
Natalia Gonzales
Olivia Rouse
Patrick Sullivan
Sam Marshall
Whitney Mincey
If unsure, you can leave this blank.
First Name
(Required)
Last Name
(Required)
Company Name
(Required)
Email
(Required)
Phone
(Required)
What are the biggest pain points or challenges in your daily operations?
(Required)
Are there any repetitive tasks you wish could be automated?
(Required)
Which areas of your business do you feel aren’t running as efficiently as they could be?
(Required)
What are your top priorities for improving your business processes? (Select all that apply)
Increasing productivity
Reducing errors
Improving customer experience
Enhancing communication
Streamlining operations
What types of apps or tools do you currently use in your business? (Select all that apply)
Communication Apps:
Slack
Microsoft Teams
Zoom
Skype
Google Chat
Cisco Webex Teams
Discord
RingCentral
Flock
Mattermost
Other
What other communication app(s) do you use?
Calendar Apps:
Google Calendar
Calendly
Microsoft Outlook Calendar
Apple Calendar
Fantastical
Calendar.com
Doodle
TimeTree
Zoho Calendar
Teamup Calendar
Other
What other calendar app(s) do you use?
File Management Apps:
Google Drive
Dropbox
Microsoft OneDrive
Box
iCloud Drive
Amazon Drive
Egnyte
pCloud
Sync.com
Citrix ShareFile
Other
What other file management app(s) do you use?
Task Management Apps:
Trello
Asana
Monday.com
Jira
Basecamp
Wrike
Todoist
Notion
ClickUp
Microsoft Planner
Other
What other task management app(s) do you use?
CRM Apps:
HubSpot CRM
Salesforce
Zoho CRM
Pipedrive
Freshsales
Insightly
Microsoft Dynamics 365
SugarCRM
Copper
ActiveCampaign
Other
What other CRM app(s) do you use?
Marketing Apps:
Mailchimp
ActiveCampaign
Constant Contact
Brevo (formerly SendinBlue)
GetResponse
AWeber
Campaign Monitor
HubSpot Marketing Hub
Marketo
MailerLite
Other
What other marketing app(s) do you use?
E-Commerce Apps:
Shopify
WooCommerce
Magento (Adobe Commerce)
BigCommerce
Squarespace Commerce
Wix eCommerce
PrestaShop
OpenCart
Volusion
Salesforce Commerce Cloud
Other
What other e-commerce app(s) do you use?
Payment Apps:
QuickBooks
Stripe
PayPal
Square
Xero
FreshBooks
Authorize.Net
Wave Accounting
Sage Intacct
Zoho Books
Other
What other payment app(s) do you use?
Social Media Management Apps:
Buffer
Hootsuite
Sprout Social
SocialPilot
Later
Sendible
Agorapulse
MeetEdgar
CoSchedule
Falcon.io
Other
What other social media management app(s) do you use?
Analytics and Reporting Apps:
Google Analytics
Tableau
Microsoft Power BI
Looker Studio (formerly Google Data Studio)
Adobe Analytics
Mixpanel
IBM Cognos Analytics
SAP Analytics Cloud
QlikView
Domo
Other
What other analytics and reporting app(s) do you use?
Customer Support Apps:
Zendesk
Freshdesk
Intercom
Help Scout
LiveChat
Salesforce Service Cloud
Zoho Desk
Kayako
HappyFox
Jira Service Management
Other
What other customer support app(s) do you use?
HR and Payroll Apps:
Gusto
BambooHR
ADP Workforce Now
Paychex Flex
Workday
Zenefits
Namely
Paylocity
Rippling
SAP SuccessFactors
Other
What other HR and payroll app(s) do you use?
Who is responsible for managing your company’s software or applications?
(Required)
Are there any specific apps or tools that do not communicate well with each other?
(Required)
Do you currently use any automation tools like Zapier, Make (Integromat), or others? If so, what have you automated?
(Required)
How do you currently handle data entry and management between different apps? (e.g., manual input, spreadsheets, etc.)
(Required)
What tasks take up the most time for your team?
(Required)
What would a perfect day look like if everything in your business was running smoothly?
(Required)
What are 3 short-term goals for your business?
(Required)
What are 3 long-term goals for your business?
(Required)
Are there any additional inputs you'd like to share?
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