AI Automation Audit — Discovery Intake | MizComputer Digital
MizComputer Digital
Automate · Educate · Protect

⚡ AI Automation Audit — Discovery Intake

Ten questions about how your business actually runs day to day. This isn't a quiz — there are no wrong answers. The more honest and specific you are, the sharper and more valuable your audit will be. Completing it lets Penny walk into your session already understanding your operation, so the entire time is spent on solutions, not catch-up.

⏱ Takes about 8–10 minutes  ·  📅 Complete before your session  ·  🔒 Your responses are confidential
0 of 10 questions answered

📇 Your Details

So we know who we're talking to and where to send your roadmap.
First name
Last name
Business name
Your title
Email
Phone

🔍 Diagnosing the Pain Points

Where your time and momentum are actually going.
1. What are the most repetitive, time-consuming tasks your team does daily or weekly that don't require deep critical thinking?
Think manual data entry, sorting and routing emails, building the same basic reports, copy-pasting between systems. If you find yourself saying "we do this manually every time" — that's exactly what we're looking for.
2. Where are the current bottlenecks causing delays for your clients, customers, or internal team?
Slow response times, work piling up at one person's desk, things that stall while waiting on a step or an approval.

🗂️ Assessing Data Readiness

AI is only as good as the information it can reach.
3. Where does the data behind these processes currently live?
Check all that apply.
And overall, how organized is that data?
4. How much of your team's know-how lives in people's heads ("tribal knowledge") versus written-down procedures (SOPs)?

💰 Defining Value & ROI

What growth looks like when the busywork is off your plate.
5. If we automated 50–70% of those administrative tasks, what higher-value work would you move your team's time toward?
This is about adding capacity, not cutting people — where would you grow if you suddenly had the hours back?
6. What key metrics (KPIs) are you most trying to improve right now?
Check all that apply.

🔌 Managing Risk & Tech Stack

What any new system has to fit into — and protect.
7. What software, CRMs, or platforms does your business rely on every day that a new AI system would need to connect with?
List everything central to your operation — CRM, email, accounting, scheduling, payment, project tools, etc.
8. Are there data privacy, compliance, or security rules we must work within?
Check all that apply — this shapes how securely the solution has to be built.

🤝 Culture & Adoption

The human side — because the best workflow fails if nobody uses it.
9. How open or resistant do you think your team will be to adopting AI tools into their daily work?
10. What does a "home run" look like for this over the next 90 days?
A quick, specific win? A bigger transformation? Tell us how you'd measure success.

Please review your answers before submitting. Your responses are confidential and will be reviewed personally by Penny before your session.

MizComputer Digital  ·  [email protected]  ·  (914) 690-6610  ·  www.mizcomputer.com  ·  MWBE Eligible