First Name

Last Name

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Organization

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AI AUDIT

Business Type

Industry

Sales

Could you describe your primary product or service in detail?

Can you walk us through your entire product/service delivery process?

Which stages of your service delivery are the most time and resource-intensive?

Are there any tasks in your process that involve repetitive research, analysis, or writing?

Can you list the different roles and their responsibilities in your service delivery pipeline?

Prospecting

How does your company currently generate leads?

What methods do you use to reach out to potential leads?

What systems or tools are you using for managing leads and customers?

Sales

Can you outline your sales process? How many calls or steps does it typically involve?

Onboarding

Could you describe your client onboarding process, including any software and tools used?

Retention

Do you have additional products or services to offer post-purchase?

Is there a referral program in place for your customers?

How do you engage with past customers on social media or other platforms?

Communication

What internal communication methods do you use? Are there designated tools or platforms?

What platforms does your company primarily use for documentation, emails, etc.?

Analytics & Reporting

What kind of reporting do you currently perform, and how frequently is it done?

Additional Comments or Requirements?

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