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