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?
*
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
What does someone have to keep checking manually in this workflow?
*
Who has not completed their step yet
How far the workflow has progressed
Whether information or documents are missing
Who needs to act next
Whether an exception or error occurred
Other
Tools currently used
Excel
Google Sheets
Email
Slack/Teams
WhatsApp/Kakao/Chat
Notion
CRM/ERP
Other
How often does this workflow happen?
Daily
Several times a week
Weekly
Monthly
Irregular
What is the most frustrating part?
Desired result
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+
Marketing Source
Request a workflow diagnostic
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