AI Business Audit

Best description of current systems.

How often staff ask the same questions.

Amount of internal knowledge that could be organized.

Current website status.

Current platform if known.

How the website works on mobile.

Readiness of website content.

Whether the website captures inquiries or leads.

Where website form submissions go today.

Whether website performance is tracked.

Who updates and maintains the website.

How often systems should be reviewed or updated.

Source documents available for a future knowledge system.

Whether outputs need human approval.

Type of information involved. Do not share secrets.

Who would use a future custom GPT or AI assistant.

How often this workflow runs.

Seriousness of a workflow error.

Whether clients need status, files, reports, or approvals.

Whether approvals are part of the dashboard or portal need.

How often updates or reports should be reviewed.

Who currently owns the business systems.

Whether the team needs training.

Whether the business uses a professional email domain.

Workspace platform used today.

Estimated number of business mailboxes needed.

How organized business files are today.

CRM or lead tracker used today.

Whether lead stages are clearly defined.

Whether the team gets follow-up reminders.

Whether each lead has a clear owner.