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Need Greater Success
AI WORKFLOW DISCOVERY

Let's Map Your Workflow

Complete this questionnaire before your discovery session. Your answers help Kimberly come prepared with real, targeted recommendations — not generic advice.

⏱ 10–15 minutes
🔒 Confidential
📋 6 sections · 17 questions
// CLIENT INFO
Tell Us About You
Basic details so we can personalize your discovery session.
ORGANIZATION NAME *
INDUSTRY *
PRIMARY CONTACT *
TEAM SIZE
EMAIL ADDRESS *
DATE COMPLETED
Section 1 of 7
// SECTION 1
Business Context & Goals
Help us understand where you're headed and what success means to you.
Q1.What are the top 2–3 business goals you're focused on in the next 12 months?
e.g. revenue growth, cost reduction, faster time-to-market, better customer experience
Q2.What does success look like for this engagement? How will you measure it?
Q3.Who are the key stakeholders involved in workflow decisions, and who has final sign-off authority?
Section 2 of 7
// SECTION 2
Current Workflows & Pain Points
Where is time being lost? Where does work break down?
Q4.List your top 5 most time-consuming or frustrating workflows today.
Include which teams are involved and how often the workflow runs (daily, weekly, etc.)
Q5.Where do things fall through the cracks most often? Where do you see delays, errors, or rework?
Q6.Which processes involve the most manual data entry, copy-paste work, or repeated human steps?
Q7.Are there workflows that depend on a single person's knowledge or availability? What happens when they're out?
Section 3 of 7
// SECTION 3
Technology & Systems Landscape
What tools are you working with, and how well do they play together?
Q8.What software platforms and tools does your team use daily?
e.g. Microsoft 365, Google Workspace, Salesforce, HubSpot, QuickBooks, Slack, Asana, etc.
Q9.How well do your current systems talk to each other? Where are the data silos?
Q10.Do you have any existing automation in place? If so, describe what it does and how well it works.
Q11.What is your current data quality like? Clean and centralized, or scattered across spreadsheets and inboxes?
Section 4 of 7
// SECTION 4
Readiness Assessment
Rate each area on a scale of 1 (very low) to 5 (very high).
Area 12345
Section 5 of 7
// SECTION 5
Priorities & Constraints
What matters most, and what do we need to work around?
Q12.If you could only automate one workflow in the next 90 days, which would it be and why?
Q13.What are your biggest concerns or hesitations about adopting AI-assisted workflows?
e.g. data privacy, job displacement, cost, complexity, reliability
Q14.Are there any compliance, security, or regulatory constraints we need to be aware of?
Q15.What is your approximate budget range for this initiative?
Section 6 of 7
// SECTION 6
Anything Else
Help us understand your full picture before we meet.
Q16.Is there anything about your organization, culture, or history with technology that we should understand going in?
Q17.What questions do you have for us before the discovery session?
Section 7 of 7
📋

Ready to Submit?

Your answers will be sent to Kimberly at kim@needgreatersuccess.com and you'll receive a copy to keep.

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Questionnaire Submitted!

Kimberly has received your answers and will review them before your discovery session. Check your inbox for a confirmation.

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