Pre-Audit Questionnaire

Before we map your workflow.

Twelve questions. Rough answers are fine — we're looking for where work waits, not for precision. Most people fill this in under fifteen minutes, and it makes the audit call twice as useful. Rough is fine because bottlenecks show up even in approximate numbers: a step that takes "about ten minutes" fifty times a week is still five hundred minutes a week, however rough the estimate. Precision can come later; honesty cannot be added later at all.

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Section A · The Business

Context, so we don't propose something that doesn't fit.

01What does the business do, and roughly how many people are in it?

02Which roles spend the most time on repetitive admin?

03Has anything been automated before? What happened to it?

Section B · The Workflow

Pick the one process that annoys you most. Answer only about that one.

04What starts it? (A form, an email, a call, a date in the calendar.)

05Walk through what happens next, step by step, naming who does each step.

06Where does it usually stall, and for how long?

07How many times does this run in a typical week?

08What has to be judged rather than just copied? Whose rules decide it?

Section C · The Tools

We build around these — nothing gets replaced.

Purpose	What you use	Who admins it
CRM / database
Email
Calendar / scheduling
Forms / website
Team chat
Documents / storage
Anything else that matters

Section D · Constraints & Outcome

What we must respect, and what success looks like.

09Anything that must never be automated, or must always be seen by a person first?

10Any rules you're bound by — data handling, client confidentiality, regulator?

11Who signs off, and who will actually live with the system day to day?

12Three months from now, what would make you say this was worth doing?

How to fill this in well

Pick one workflow and stick to it. Twelve questions spread across four processes tell us nothing useful about any of them.
Include waiting time. "It takes five minutes" often means "five minutes of work, somewhere inside forty minutes of sitting there".
Use real numbers even if they are embarrassing. Nobody is grading you; vague answers just hide the bottleneck.
Name owners. Roles, not names, if you prefer — but something has to sit on each step.
Describe the workarounds. The spreadsheet nobody admits to and the sticky-note ritual are usually the most valuable lines on the whole form.

Already written your process down? Paste it into question six — a rough map beats perfect prose. And if you are curious what happens after the audit, here is exactly how an engagement runs, or see what builds cost before we ever speak.

What happens next

We read this before the call, map your process on screen with you, and tell you which parts are worth automating first — and which aren't worth touching. No charge, no obligation, and you keep the map either way.

Or submit online instead →

Prefer to send this by email? Fill it in, then send it to team@socieva.com before your call.