The AI Collective

AI Agent & Audit
Intake Form

A short, private questionnaire to uncover high-value opportunities for AI agents, automation, and operational leverage across your business. Answer as much or as little as you like - the more detail, the sharper the audit.

Confidential - reviewed only by The AI Collective
Audit progress0 / 13 answered

About you

Your contact details

So we know who the audit is for and how to reach you with the findings.

The audit

Twelve questions, twelve opportunities

Take your time. Each question is optional - skip what does not apply and add as much detail as you can to the rest.

Time & Repetition

The Repeating Loop

Name the top 3 busy-work tasks you repeat every week.

List the tasks that eat your time on repeat - the ones that feel like they should be automated.

Inbox & Communication Fatigue

How many hours each week go to managing inboxes and messages?

Estimate the time spent on email, Slack, texts, and DMs. Do leads or important requests ever get buried?

Operations & Tooling

The Lead Leak Test

Walk through your process from lead capture to follow-up.

Describe each step and flag the manual ones where a lead could slip through.

Manual Follow-up Friction

What follow-up systems exist, and where does consistency break down?

Note the tools you use and the moments follow-ups stall or get forgotten.

Information Retrieval Bottlenecks

What information do you repeatedly search for across tools, files, or conversations?

Name the facts, files, or numbers you dig for again and again.

Tool Integration Gaps

Which tools feel disconnected?

Where do you re-type data or hand things off manually between systems?

Content & Output Volume

What do you draft from scratch versus using templates?

Which content or output takes the most time to produce?

The Human-Only Threshold

Which tasks would you hand to an AI agent first if trust and quality were assured?

Pick the first task you would delegate - the one that would free the most time.

Virtual Assistant & Team Delegation Breakdown

What tasks does your current Virtual Assistant (or team) handle for you on a daily/weekly basis, and what are the biggest bottlenecks, repetitive back-and-forth, or quality gaps you're experiencing with their output?

Describe what you delegate today and where the hand-offs stall or fall short.

Meeting & Decision Documentation

How are action items and decisions captured, assigned, and followed through?

Describe your current system and where follow-through gets delayed.

Growth & Life

Scalability Constraints

What would break or become overwhelming if the business doubled?

Name the bottlenecks that would cap your growth.

Lifestyle & Household Logistics

What recurring personal or household tasks could be streamlined or delegated?

List the logistics that quietly take up your time.

Personal Boundary & Wellness Leaks

Where do schedule boundaries, focus, rest, or wellness get interrupted by avoidable work?

Note the leaks that drain your energy outside core work.

Review your answers above before submitting - you can edit any response. Required fields are marked with a gold asterisk.