AutomationSurgeon - Client Project Onboarding Questionnaire
Welcome to AutomationSurgeon.
Thank you for choosing to work with us. This questionnaire is the first step in our project process. Your detailed answers will help us gain a deep understanding of your current processes and ensure our solution is perfectly tailored to your needs.
You'll be working directly with Anton, founder of AutomationSurgeon, who brings 8x Microsoft certifications, 40+ successful projects, and 100% job success score to your project.
Please take 10-15 minutes to complete this form. The more detail you provide, the faster and more effective your project delivery will be.
Section 1: Key Contacts
Please provide the contact information for the key people involved in this project.
1.1. Primary Point of Contact: (This is the person we will communicate with for general project updates and decisions.) - Name: - Email: - Title:
1.2. Technical Point of Contact: (This is the person who can grant access to systems or answer technical questions. May be the same as the primary contact.) - Name: - Email: - Title:
1.3. Billing Point of Contact: (This is the person who should receive the final invoice. May be the same as the primary contact.) - Name: - Email: - Title:
Section 2: The Challenge & Expected Outcome
Help us understand the problem we are here to solve and what success looks like.
2.1. Please describe the primary challenge or pain point you want to solve. (Examples: "Our new hire onboarding is chaotic and takes 10 hours of admin time per person," or "We are losing leads because our follow-up is too slow," or "Email from our company goes to spam 40% of the time.")
2.2. What is the business impact of this challenge? (Please be as specific as possible. Examples: hours wasted per week, estimated financial cost, number of errors, customer dissatisfaction, lost deals, etc.)
2.3. What does success look like to you? How will you measure whether this project was successful? (Examples: "Reduce onboarding time by 80%," or "Every web lead is contacted within 5 minutes," or "Eliminate all manual data entry from our invoicing process," or "95%+ inbox delivery rate.")
Section 3: The Current Process
Walk us through the way things work today.
3.1. Please describe the current manual process from start to finish, step-by-step. (The more detail, the better. Please list each action taken and by whom.)
3.2. Which team members or roles are involved in this process?
3.3. Do you have any existing documentation, flowcharts, or screen recordings of the current process? (If so, you can share them with us during our kickoff call or provide a link here.)
Section 4: Technology & Systems
Tell us about the tools involved in this process.
4.1. Please list all the software, applications, or platforms that are part of this process. (Examples: Slack, Google Drive, QuickBooks, Salesforce, Microsoft 365, a specific project management tool, etc.)
4.2. Do these systems have available APIs for integration? (It's okay if you don't know, but please indicate if you do.)
Section 5: Access & Security
We handle your data with the utmost care. This section explains our secure process for accessing your systems.
5.1. Secure Credential Sharing: IMPORTANT: For your security, please do not enter any passwords, API keys, or other sensitive credentials in this form.
We will provide a separate, secure link (using a one-time secret sharing service) to transmit any necessary credentials after this form is submitted. This ensures your information remains encrypted and is only accessed by authorized personnel.
5.2. Access Authority: Please list the name and email of the person(s) on your team who can grant us the necessary permissions or provide API keys for the systems you listed in Section 4.
Section 6: Final Details & Scheduling
6.1. Is there anything else you think we should know about this process, your team, or your goals that would help ensure a successful outcome?
6.2. Schedule Your Kickoff Call: Thank you for completing the questionnaire. The final step is to schedule your 30-minute Project Kickoff Call with Anton.
Please use the link below to select a time that works for you.
[Link to Your Calendly Kickoff Call]
We look forward to speaking with you and beginning your project.
Best, Anton Founder, AutomationSurgeon Microsoft AI-102 Certified