CLEAR MERIT — 5-Minute Workflow Diagnostic
Tell us the single recurring workflow that causes the most friction, and we’ll review it and suggest one small improvement direction if it fits our scope.
Company / Brand Name
*
Your Name
*
First Name
Last Name
Business Email
*
example@example.com
Country
*
Please Select
United States
United Kingdom
Canada
Australia
India
Singapore
Germany
France
Brazil
Other
Industry / Business Type
*
Please Select
Professional Services
E-commerce
Manufacturing
Healthcare
Education
Technology / SaaS
Finance / Accounting
Nonprofit / NGO
Other
Which recurring workflow is the biggest pain right now?
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Inquiry → quote → follow-up
Document request → missing-item check → re-request
Intake → assignment → progress → completion
Data collection → reporting
QA → revisions → delivery
Application → review → approve/reject → notification
Contract / renewal / expiry reminders
HR / payroll / recruiting operations
Client / partner onboarding
Other
Tools currently used
*
Excel
Google Sheets
Email
Slack/Teams
WhatsApp/Kakao/Chat
Notion
CRM/ERP
Other
How often does this workflow happen?
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Daily
Several times a week
Weekly
Monthly
Irregular
What is the most frustrating part?
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Desired result
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Reduce missed items
Automate follow-ups
See status at a glance
Reduce repetitive copy/paste
Shorten reporting time
Make handoff/onboarding easier
Other
Urgency
*
This month
1–3 months
Exploring only
Where did you hear about CLEAR MERIT?
*
LinkedIn
Threads
Instagram
Marketplace
Referral
Community
Other
Public URL that helps us understand the workflow (optional)
Approximate pilot budget (optional)
Please Select
Not sure yet
Under $100
$100–300
$300–1,000
$1,000+
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