AI Audit Capture Form - AI Automation Consultant

Pre-Audit Company Research

Company Website Reviewed

Website reviewed and key insights noted

LinkedIn Profiles Checked

Key decision-maker profiles reviewed

Revenue/Employee Estimate

Industry Challenges Identified

Section A: Client Information

Company Name *

Company Website URL

Contact Name *

Email Address *

Phone Number *

Job Title/Role *

Business Type *

Number of Employees

Number of Locations

Annual Revenue *

Typical Day Description

Office Staff Roles

Section B: Labour Costs

Average Hourly Wage (Admin/Office Staff) *

Number of Staff Handling Manual Tasks *

Weekly Hours on Repetitive Tasks (Per Person) *

Current Annual Labour Cost:

£0 per year on repetitive manual tasks

Section C: Time Breakdown

Estimate hours spent per week on each task:

Invoice Processing Creating, sending, chasing

Order Processing Order entry and fulfilment

Customer Enquiries/Support

Sales Pipeline/CRM Management

Stock Checking & Ordering

Report Creation & Analysis

Data Entry & Reconciliation

Payment Chasing & Debt Collection

Total Weekly Hours on Manual Tasks:

0 hours per week

0 hours per year

Section D: The Problems

Problem #1 (Crisis Problem)

Problem Name *

Description

Hours/Week Impact

Monthly Cost Impact

How Often Does This Happen?

When Did This Start?

Root Cause

Recommended Agent/Solution

Expected Result

Problem #2 (Crisis Problem)

Problem Name *

Description

Hours/Week Impact

Monthly Cost Impact

How Often Does This Happen?

Root Cause

Recommended Agent/Solution

Expected Result

Problem #3 (Crisis Problem)

Problem Name *

Description

Hours/Week Impact

Monthly Cost Impact

Root Cause

Recommended Agent/Solution

Expected Result

Additional Problems (Phase 2 & 3)

Other Major Issues Identified

Section E: Opportunity Costs

Monthly Business Lost (Slow Response Times)

Tenders Missed Per Year

Average Value of Missed Tenders

Customers Lost Per Year (Service Issues)

Estimated Supplier Rebates Missed Annually

What Opportunities Are You Missing?

Total Annual Opportunity Cost:

£0 per year

Section F: Error & Inefficiency Costs

Invoice Errors (Monthly Cost)

Stock Write-Offs (Annual Cost)

Late Payment Fees (Monthly Cost)

Other Error/Inefficiency Costs

Total Annual Error Costs:

£0 per year

Section G: Sales & Revenue Metrics

Current Monthly Sales Pipeline Value

Conversion Rate (%)

Sales Meetings Per Month

Hours on Prospecting Per Week

Section H: Emotional State & Impact

What Keeps You Up at Night?

Impact Beyond Money

How Long Have You Been Dealing With This?

What Happens If Nothing Changes in 12 Months?

Emotional Words Captured: Listen for and note: Frustrated • Overwhelmed • Stuck • Worried • Stressed • Embarrassed • Angry • Defeated • Hopeful

Key Emotional Quotes

Section I: Systems & Team Structure

Current Systems & Tools Used

Team Structure & Key Roles

Growth Plans

Competitors Mentioned

Section J: Investment & ROI Summary

Current Monthly Chaos Cost:

£0 per month

£0 per year

Partnership Investment: £2,497/month (£29,964 per year)

Net Monthly Benefit:

£0 per month

Year 1 Projections:

Expected Savings: £0

Investment: £29,964

Net Gain: £0

ROI: 0%

Phase 1 (Months 1-3) Summary

Phase 2 (Months 4-8) Summary

Phase 3 (Months 9-12) Summary

Section K: Next Steps & Qualification

Qualification Score

Recommendation

Next Steps

AI Audit Report Scheduled For

Personal Notes