Bottleneck Audit Questionnaire

Email*

1.What tools does your team use day to day? (Multi-select)

HubSpot / Salesforce / Pipedrive / other CRM

Slack / Microsoft Teams

Asana / Monday / Trello / ClickUp

Google Workspace / Microsoft 365

QuickBooks / Xero / FreshBooks

Shopify / WooCommerce

Custom or industry-specific software

2.Which of these best describes the process causing you the most pain right now?

Lead Generation

Lead follow-up or sales pipeline management

Client onboarding or intake

Internal reporting or status updates

Invoicing, billing, or accounts

Scheduling or resource allocation

Customer support or ticket handling

Data entry or moving information between systems

3.How many people are involved in this process?

4.What have you already tried to fix this?

Hired someone (VA, admin, coordinator)

Built automations (Zapier, Make, Power Automate)

Bought software specifically for this

Created spreadsheets or manual trackers

Just lived with it

5.Is there something forcing your hand right now?

We lost a client or deal because of this

A key team member left or is leaving

We are growing and it is about to break

Compliance or a deadline is coming up

No, just want to improve

6.Who will be making the final decision on this?

Me, I have full authority

Me, but I need to loop in a partner or co-founder

Someone else holds the budget

We will decide as a team

7.Is there anything specific you want to cover on the call?

Characters remaining: 400

8.Full Name

9.Business Name

10.Business Website

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