Workflow Audit Intake Form - Simple Notion Form

* Client Name

* Email

Organization Name

* Team Size

* Current Workflow Tools List current workflow tools, i.e. planners, project management software or CRMs, time tracking or productivity tools

* Challenges with Current Workflow List the shortfalls of your current system, basically what is working for you and what isn't. Also, does your current system allow you to scale your business?

* Goals for Using Workflow Tools What do you need a workflow tool to do? Help you automate simple tasks? Generate new content using AI integrations? Manage clients? Communicate with your team?

* Scope of Required Consulting Services Do you need help to setup a workspace? Guidance on how to implement it in your business? Premade templates? Tutorials on how to use it?

* Implementation Timeline How soon do you want to get this new system up and running?

* Time Estimate How much time can you realistically devote each week to learning and implementing a new workflow system?

* Budget for Consulting Services How much are you realistically willing to spend to implement a new workflow system?

Additional Comments/Specific Requirements