AI Automation Opportunity Audit
Rank the two workflows a prospect will save the most hours on — before you write a single line of the SOW.
Best for: AI consultants, automation agencies, and internal ops leads scoping their next build.
Question 2 of 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.
Every submission becomes a scored lead in your dashboard.
- 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.
Questions that surface real signal.
- 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?
Every prospect gets a scored, useful outcome.
High-ROI opportunities
Two or more workflows above 10 hours/week and pattern-heavy — start with a scoped prototype in the highest-ranked workflow.
One clear starting point
A single workflow stands out — scope a proof of concept before broadening the roadmap.
Foundations first
Data lives in silos or approvals are ad-hoc — recommend a short readiness engagement before an automation build.
A branded, personalized result — not another PDF.
Every submission ends on a scored result page like this. Prospects walk away with something useful, and you land a scored lead with context.
- 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 about this template
Launch this assessment funnel today.
Customize the questions, wire it to your booking link, and start capturing scored leads.
This template ranks automation opportunities against the criteria you configure. It is not an engineering estimate, a security review, or a guarantee of ROI.