Mini-audit questionnaire

Tell me what feels messy in your customer replies or admin process.

This form is designed to collect enough context for a practical first recommendation. Please do not include private client, medical, legal, financial, or password information.

Share the useful context, not a perfect brief.

Short answers are fine. The goal is to spot the repeating pattern and suggest one calm next step.

Business nameThe name customers recognize. Contact nameWho should I reply to? EmailUsed only to respond to this request. PhoneOptional, useful if text is easier. Business typeA rough category is enough. WebsiteOptional. It helps me understand your current intake path. LocationCity or region, especially if local context matters. What is the main admin or customer-response problem?Describe the part that keeps interrupting your day. Where do customers contact you?List every place messages arrive, even if it feels messy. What questions do customers ask repeatedly?Copy-paste rough examples if you have them. Which replies do you type over and over?These often become the first templates. How do you currently follow up?No judgment. Sticky notes count. What tools do you currently use?Email, spreadsheets, booking apps, CRMs, or anything in between. Preferred tone How should customer replies sound? Anonymous case study? You can decide later. No pressure. Topics that should never be answered automaticallyFor example: pricing exceptions, complaints, health, legal, financial, or sensitive client details.

Note: the public site does not store passwords, payment details, or private client records. File uploads should be shared only after we agree on a safe method.

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