Audit des opportunités d'automatisation IA
Classez les deux workflows où le prospect gagnera le plus d'heures — avant d'écrire la moindre ligne du cahier des charges.
Idéal pour : Consultants IA, agences d'automatisation et responsables ops internes qui cadrent leur prochain projet.
Question 2 sur 5
Which of these workflows exist: support triage, lead handoff, reporting, invoicing, onboarding, content ops?
The problem it solves
Every AI discovery call starts the same way: 'so tell me about your business…' — an hour later you still don't know which workflow is worth automating first.
Built for lead-driven businesses that want qualified leads, not just email addresses.
A short pre-discovery audit that replaces the raw 'book a call' form. Prospects get a ranked shortlist of automation candidates; you walk into the call with the scope already drafted.
Chaque soumission devient un lead scoré dans votre tableau de bord.
- Company, role, and team size for context.
- Ranked automation candidates and hours-saved estimates.
- Tool stack and approval structure for scoping.
- Source tag: services page · LinkedIn · webinar · newsletter.
Des questions qui révèlent de vrais signaux.
- 1Which team spends the most hours on repetitive work today?
- 2Which of these workflows exist: support triage, lead handoff, reporting, invoicing, onboarding, content ops?
- 3How many hours per week does the biggest one take?
- 4What tools does it touch — CRM, help desk, spreadsheets, email, custom app?
- 5Who signs off on rolling automation into production?
Chaque prospect obtient un résultat utile et noté.
Opportunités à fort ROI
Two or more workflows above 10 hours/week and pattern-heavy — start with a scoped prototype in the highest-ranked workflow.
Un point de départ clair
A single workflow stands out — scope a proof of concept before broadening the roadmap.
D'abord les fondations
Data lives in silos or approvals are ad-hoc — recommend a short readiness engagement before an automation build.
Un résultat personnalisé et de marque — pas un autre PDF.
Chaque soumission se termine sur une page de résultats notée comme celle-ci. Les prospects repartent avec quelque chose d'utile, et vous obtenez un lead scoré avec son contexte.
- Score + result band with a clear one-line summary
- Recommended next steps tuned to the answers
- A booking CTA that goes straight to your calendar
High-ROI opportunities
Support triage and invoice matching together represent ~28 hours/week of manual work — both are pattern-heavy and low-risk to automate first.
Recommended next steps
- Scope a support-triage prototype before month-end
- Draft the invoice-matching workflow with the finance lead
- Defer the customer-onboarding automation to phase 2
One link — share it everywhere it fits.
This template works well in the places your buyers already show up. Drop the link in a bio, a reply, or a scheduled campaign.
Your services page CTA
The LinkedIn bio link and pinned post
Follow-ups after a webinar, podcast, or conference talk
The reply to any 'is AI right for us?' inbound email
Paid ads for ops leaders and founders
A resource in your newsletter's welcome sequence
Questions sur ce modèle
Lancez cet entonnoir d'évaluation aujourd'hui.
Personnalisez les questions, connectez-le à votre lien de réservation et commencez à capturer des leads qualifiés.
This template ranks automation opportunities against the criteria you configure. It is not an engineering estimate, a security review, or a guarantee of ROI.
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