Free Automation Audit | KeyProcess Automation Services

1 About you

First name * Last name *

Work email * Phone

Company name * Company website

Your role *

Owner or founder Operations or general manager Office or admin manager Sales or marketing Finance or bookkeeping Other:

2 Your business

What industry are you in? *

Property management Real estate Home services or construction Accounting, legal, or insurance Healthcare or wellness Marketing agency or consulting Retail or e-commerce Nonprofit Other:

How many people are on your team? *

3 Where your time goes

If you could hand off one task tomorrow, what would it be? *Walk us through how it's done today, step by step. The more detail, the better the audit.

About how many hours a week does your team spend on repetitive admin work? *

What is that work costing you?

Leads that go cold Slow responses to customers Data entry errors Missed deadlines or renewals Overtime or extra hires Staff burnout Growth we can't take on Other:

4 Your tools

This helps us scope your audit. We work with whatever you already use, so there's no need to switch anything.

What main software does your business run on? *For example, your CRM, scheduling, practice management, field service, or property management software. If it's mostly spreadsheets, just say so.

Which email and calendar do you use? *

Google (Gmail and Google Calendar) Microsoft (Outlook and Microsoft 365) Other:

What else does your team use day to day?

Spreadsheets (Excel or Google Sheets) Accounting software (QuickBooks or similar) A CRM or sales tool A scheduling or booking tool A project or task management tool E-signature Texting or a phone system Online forms Other:

Which reports do you pull or send on a regular basis?For example, a weekly sales report, monthly client statements, or a daily job list.

Do you have admin access to your software?

Yes No, but someone on our team does Not sure

5 Next steps

What would a win look like 90 days from now?

When are you hoping to get started? *

As soon as possible Within 30 days In 1 to 3 months Just exploring for now

Do you have a budget in mind?

Not yet, I'd like to see the audit first Under $1,000 $1,000 to $3,000 $3,000 to $6,000 More than $6,000

Have you tried automation before?

No, this would be our first time Yes, and it worked well Yes, but it didn't stick

How did you hear about us?

Google search LinkedIn Referral Other:

Best way to reach you *

Email Phone call Text

Anything else we should know?

Find out what your team could stop doing by hand

1 About you

2 Your business

3 Where your time goes

4 Your tools

5 Next steps