Business Process Automation Assessment

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Email*

Contact Information

Business Name*

Contact Name*

Phone Number (optional)

I consent to receiving SMS notifications (optional)

Lead Management

What tools do you use to capture leads (e.g., website forms, social media)?*

What CRM system do you use?*

How do you currently transfer lead data to your CRM?*

What challenges do you face in this process?*

Additional context to challenges or areas where you spend too much time (optional)

Order Processing

What shopping cart platform do you use?*

What systems do you use for order fulfillment, process management, and invoicing?*

How do you currently transfer order data between these systems?*

What challenges do you face?*

Additional context to challenges or areas where you spend too much time (optional)

Customer Service

How do you currently handle customer service emails?*

Do you use a ticket management solution?*

What challenges do you face?*

Additional context to challenges or areas where you spend too much time (optional)

Invoicing

How do you currently generate invoices from order data?*

What invoicing system do you use?*

What challenges do you face in this process?*

Additional context to challenges or areas where you spend too much time (optional)

Software Systems

Select the software systems you currently use:

Microsoft

Slack

Front

Outlook

WooCommerce

Shopify

Zapier

Other systems you use:

Other system 1

Other system 2

Other system 3

Business Process Assessment

Get Started

Contact Information

Lead Management

Order Processing

Customer Service

Invoicing

Software Systems