Business Automation Checklist

Gathers a company's needs and expectations around automating its processes, including current tools, turnaround times, and available budget.

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Person in Charge

First Name

Last Name

Email Address

Phone Number

Business Industry

What is your purpose for creating an automated business workflow?

Please briefly describe your business.

What are the tasks and steps to run this business?

What are the tools you use to manage this process?

Do you use any software during this process? If yes, which ones?

How many people are involved in this work flow?

How long does it take to complete this process manually?

How soon do you need this automation system?

What is your approximate budget ($) to create this automation process?

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