AI自動化機会監査
提案書の1行目を書く前に、見込み客が最も時間を節約できる2つのワークフローをランク付け。
こんな方に: 次のプロジェクトを計画するAIコンサルタント、自動化エージェンシー、社内オペレーションリード。
5 問中 2 問目
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.
すべての回答があなたのダッシュボードでスコア付きリードになります。
- 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.
本物のシグナルを引き出す質問。
- 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?
すべての見込み客がスコア付きの有益な結果を得られます。
高ROIの機会
Two or more workflows above 10 hours/week and pattern-heavy — start with a scoped prototype in the highest-ranked workflow.
明確な起点が1つ
A single workflow stands out — scope a proof of concept before broadening the roadmap.
まずは基盤から
Data lives in silos or approvals are ad-hoc — recommend a short readiness engagement before an automation build.
ブランド付きのパーソナライズされた結果 — もう一つの PDF ではありません。
すべての回答はこのようなスコア付きの結果ページで終わります。見込み客は有益なものを持ち帰り、あなたは文脈付きのスコアリードを得ます。
- スコア + 結果バンドと分かりやすい一行サマリー
- 回答に合わせた次のおすすめアクション
- あなたのカレンダーに直接つながる予約 CTA
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
このテンプレートについての質問
今日、このアセスメントファネルを立ち上げましょう。
質問をカスタマイズし、予約リンクにつなげて、スコア付きリードの獲得を始めましょう。
This template ranks automation opportunities against the criteria you configure. It is not an engineering estimate, a security review, or a guarantee of ROI.