Business Automation Checklist
Person in Charge
First Name
Last Name
Email Address
example@example.com
Phone Number
Please enter a valid phone number.
Format: (000) 000-0000.
Business Industry
What is your purpose for creating an automated business workflow?
To save money
Track items better
Reduce paper work
Reduce the work load
Other
Please briefly describe your business.
What are the tasks and steps to run this business?
What are the tools you use to manage this process?
Do you use any software during this process? If yes, which ones?
How many people are involved in this work flow?
How long does it take to complete this process manually?
Please note each task and the person responsible from that task.
How soon do you need this automation system?
What is your approximate budget ($) to create this automation process?
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