Ethos Business Strategies AI Audit Request

1
Name* This field is required.
First Name
Last Name
2
Work Email* This field is required.
example@example.com
3
Company Name* This field is required.
4
Website or LinkedIn (if no website exists)* This field is required.
5
Team Size* This field is required.
Please Select
Please Select
Solo
2-5
6-10
11-50
51-100
100+
6
Which area do you want a workflow for?* This field is required.
Please Select
Please Select
Lead follow-up & sales pipeline
Client onboarding
Client delivery / project management
Customer support / inbox management
Proposals, contracts & approvals
Reporting & performance tracking
Invoicing, billing & payments
Content / marketing workflow
Internal operations (SOPs, handoffs, admin)
Other
7
What workflow would you like to automate or improve with AI?* This field is required.Example: “Lead follow-up for new inquiries coming from our website and LinkedIn so we respond faster and book more calls.”
Huge
Large
Normal
Small
Ok
Ok
8
List the key steps in your workflow in order.* This field is required.Example: “1) Lead submits form/DMs us 2) We check inbox 3) We reply manually 4) We qualify them 5) We send booking link 6) We follow up if they don’t book 7) We update our spreadsheet/CRM.”
Huge
Large
Normal
Small
Ok
Ok
9
Which tools or software do you currently use for each step?* This field is required.“Website form (Squarespace), LinkedIn messages, Gmail, Google Sheets to track leads, Calendly for booking, Slack to notify the team.”
Huge
Large
Normal
Small
Ok
Ok
10
Which steps in the process involve manual data entry or repetitive tasks?* This field is required.Example: “Copy/pasting lead info into a spreadsheet, sending the same follow-up messages, manually reminding ourselves to follow up, updating lead status.”
Huge
Large
Normal
Small
Ok
Ok
11
Who are the key people involved in this process, and what are their specific roles?* This field is required.Example: “VA checks inbox and logs leads, Abby replies to qualified leads, Lisa handles sales calls, VA sends follow-ups if no response.”
Huge
Large
Normal
Small
Ok
Ok
12
How do you typically receive the information or input needed to start this process?* This field is required.Example: “Website contact form submissions go to email; LinkedIn leads message us directly; referrals come via email introduction.”
Huge
Large
Normal
Small
Ok
Ok
13
For each step, what key decisions do you need to make?* This field is required.Example: “Is this lead a fit? Which service are they asking for? Who should respond? Do we send a booking link now or ask qualifying questions first?”
Huge
Large
Normal
Small
Ok
Ok
14
Are there any points in the process where you have to wait for input or approval from others?* This field is required.Example: “Yes—sometimes we wait for Abby/Lisa to confirm if a lead is a fit before sending pricing details or a booking link.”
Huge
Large
Normal
Small
Ok
Ok
15
What are the most common problems or bottlenecks you encounter in this workflow?* This field is required.Example: “Leads sit in the inbox too long, no clear owner, we forget to follow up, LinkedIn messages get buried, tracking is inconsistent.”
Huge
Large
Normal
Small
Ok
Ok
16
How do you handle exceptions or unexpected issues that arise during this process?* This field is required.Example: “If someone asks for pricing immediately, we reply manually. If a lead is urgent, we message the team in Slack. If someone books without qualifying, we handle it on the call.”
Huge
Large
Normal
Small
Ok
Ok
17
What is the final output of this workflow (e.g., report, invoice, approval)?* This field is required.Example: “A booked discovery call (or a clear ‘not a fit’ outcome) with the lead logged and status updated.”
Huge
Large
Normal
Small
Ok
Ok
18
How do you measure the quality and accuracy of the output?* This field is required.Example: “Response time under 1 business day, % of leads contacted, % booked calls, and making sure every lead has a status (new/contacted/booked/not fit).”
Huge
Large
Normal
Small
Ok
Ok
19
Which steps in this process could be easily automated with the right tools?* This field is required.Example: “Auto-capture leads into a CRM, auto-assign an owner, send an instant confirmation email, trigger follow-up reminders, move lead stages automatically.”
Huge
Large
Normal
Small
Ok
Ok
20
How frequently do you perform this workflow? (Daily, weekly, monthly, etc.)* This field is required.Example: “Daily—usually 3–10 new inquiries per week, plus ongoing follow-ups.”
Huge
Large
Normal
Small
Ok
Ok
21
How much time does each step in this workflow take on average?* This field is required.Example: “Logging a lead: 2 minutes. First reply: 5–10 minutes. Qualifying: 5 minutes. Follow-up messages: 3 minutes each. Updating tracker: 2 minutes.”
Huge
Large
Normal
Small
Ok
Ok
Should be Empty: