AI Pre-Assessment Questionnaire (Team)

Step 1 of 7 – MultiStep Form

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Thank you for your participation in our AI assessment. This pre-assessment questionnaire is designed to help make the assessment as efficient and productive as possible.

Please answer questions as honestly and thoroughly as possible. This information is 100% confidential. Only aggregate data is shared with management – meaning: Only group totals, not your specific answers, are shared.

So please feel free to answer questions honestly.

Once complete, you’ll be forwarded to and online calendar to schedule a 1 hour assessment session with a member of our team.

Basic Information

Business Name*

Full Name*

Email Address*

Role/Job Title*

Department or Team*

How long have you been with the company?*

Daily Tasks & Responsibilities

List your primary responsibilities and daily tasks: (Please list clearly in bullet points.)*

Approximately how much time (in %) do you spend each day/week on each task?*

Software & Applications Used

Please list all software tools and applications you use regularly to perform your tasks*

Workflow Efficiency

Workflow Efficiency Rating*

On a scale of 1 to 5, how would you rate the overall efficiency of your current workflows?

1 – Very inefficient

5 – Very efficient

Why did you rate efficiency the way you did?

Time-Consuming Tasks*

Which of the following tasks do you find most time-consuming or prone to errors in your day-to-day work?

Client onboarding (collecting and entering initial client information)

Data entry and updating client records across systems

Generating client/advisor reports and statements

Managing client communications (emails, scheduling, follow-ups)

Compliance and documentation tasks

Other (see next field)

Other (please specify)

Specific Challenges*

Describe one or two specific workflow challenges or inefficiencies you encounter frequently in your role. (e.g., “I often have to re-enter the same data in multiple places,” or “Client onboarding takes too long because…”)

Manual Processes and Bottlenecks

Manual Process Inventory*

List any processes in your work that are currently done manually (using paper forms, spreadsheets, or copy-pasting between systems) which you think could be automated or streamlined.

Workflow Bottlenecks*

Where do you experience bottlenecks or delays in your workflow? (e.g., waiting on clients to provide information, waiting for approvals, double-checking data entry, etc.)

Error Frequency*

How frequently do errors or issues occur due to manual steps in your processes (such as data entry mistakes or missed follow-ups)?

Rarely – errors are very uncommon

Occasionally – minor errors happen once in a while (e.g. monthly)

Frequently – we catch errors or need rework regularly (e.g. weekly)

Very Frequently – almost daily we encounter mistakes due to manual work

Other

Opportunities for Automation & Improvement

In your opinion, which of your tasks would benefit most from automation or improved technology solutions?

(Briefly explain why you chose these tasks.)

Are there recurring errors or frequent corrections in your workflow? If yes, explain briefly:

(Examples: Data entry mistakes, incorrect client information, duplicated work, etc.)

Magic Wand*

If you were given a magic wand, which of the following outcomes would you want to see? (Select up to 3)

Save time on routine tasks (reduce data entry and paperwork)

Improve accuracy (minimize human errors in data and calculations)

Enhance client experience (faster service, more personalized communication)

Better insights & analytics (dashboards, reports for decision-making)

Strengthen compliance (automated record-keeping, audit trails)

Cost savings (reduce operational costs or manual labor)

Other (see next field)

Other (please specify)

Preparation for Assessment Conversation

To make the most of our upcoming discussion, please complete the following before we meet:

Prepare a clear list of all your daily, weekly, and monthly tasks.
Document any recurring challenges or frustrations with current processes.
Bring examples of manual documents, spreadsheets, or templates you regularly use.
Note any questions or suggestions you have regarding your current workflow or potential technology improvements.