⚡ AI Automation Audit — Intake Form

Just 10 quick questions so we can make the most of your session together. There are no wrong answers — the more honest you are, the more valuable your audit will be.

⏱ Takes about 3–5 minutes · 📅 Complete before your session · 🔒 Your responses are confidential

Complete all 10 questions

1. What is your business name, and what is your name and title?

2. What is the best email address to reach you?

We'll send your session confirmation and report here.

3. What is the best phone number to reach you?

For session reminders and follow-up. We never share your information.

4. What type of business do you run, and how long have you been operating?

e.g. Hair salon — 3 years | Consulting firm — 8 months

5. How many people work in your business, including you?

Just me 2–5 people 6–10 people More than 10

6. Do you have a business website?

Yes — active and up to date Yes — but it needs work In progress — I'm building one No — not yet

7. Do you promote your business on social media? If yes, how often?

Yes — daily or several times a week Yes — once a week or less Rarely — when I remember No — not at all

8. How do clients currently book appointments or contact you?

Describe your current process — phone, email, website, walk-in, etc.

9. Are you currently using any AI tools in your business?

Yes — several tools regularly Yes — just one or two I've tried a few but nothing stuck No — not yet

10. What part of running your business — other than your actual work — is taking up most of your time right now?

Think admin, follow-ups, scheduling, emails, invoicing, social media...

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

✅

Thank you! Your form has been submitted.

Penny will personally review your responses before your session and come prepared with specific recommendations tailored to your business.

Check your email for your session confirmation and next steps.

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