TechVest Automation Audit Intake Form
Please fill out this form to help us understand your current workflows and automation needs.
Business Information
Company Name
*
Primary Contact Name
*
First Name
Middle Name
Last Name
Email Address
*
example@example.com
Phone Number
*
Please enter a valid phone number.
Format: (000) 000-0000.
Business Website
Industry
*
Please Select
Technology
Professional Services
Healthcare
E-commerce
Real Estate
Financial Services
Manufacturing
Education
Nonprofit
Other
Number of Employees
Primary Location (City/State)
*
Business Operations Overview
Brief description of core services or products
*
Primary revenue-generating activities
*
Lead & Client Workflow
How do leads currently enter your business?
*
What CRM or lead management system do you use?
How quickly are leads typically responded to?
What challenges do you experience in managing leads?
Tools & Technology Stack
Current tools used
*
CRM (HubSpot, Monday, etc.)
Email Platforms
Project Management Tools
Scheduling Tools
Accounting Systems
Other
Are these tools currently integrated?
*
Yes
No
Partially
Workflow Challenges
What repetitive tasks consume the most time?
*
Where do delays typically occur?
*
Which processes cause the most frustration?
*
Client Onboarding & Operations
Client onboarding process
*
How tasks are assigned internally
*
How project progress is tracked
*
Automation Goals
What outcomes do you hope to achieve with automation?
*
Reduce manual work
Improve response time
Increase efficiency
Improve reporting
Scale operations
Other
Which workflows would you most like to automate first?
*
Volume & Activity Levels
Average number of leads per month
*
Average number of clients or projects handled per month
*
Average number of staff handling operations
*
Budget & Timeline
Estimated Monthly Budget for Automation Projects
*
Under $1,000
$1,000–$3,000
$3,000–$7,500
$7,500+
Desired Project Start Timeline
*
Immediately
Within 30 days
Within 60–90 days
Access & Readiness
Administrative access to existing systems
*
Yes
No
Open to workflow changes
*
Yes
No
Needs Discussion
Main decision-maker for automation projects
*
Submit
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