TMG Efficiency Audit

01 / Your business

Q1. What does your company do? * Q2. What’s your role? * Q3. How many people work there? *

Q4. What do you most want to improve? *Select all that apply Less manual work Faster response Clearer handoffs Better visibility More capacity Revenue or margin

02 / Where the friction is

Q5. Where does work get stuck most often? * Leads and follow-up Customer intake Scheduling Approvals Team handoffs Reporting No major bottleneck

Q6. What work takes more time than it should? Data entry Status chasing Scheduling Customer replies Reporting Content Nothing obvious

Q7. How much repetitive/manual work happens each week? * Q8. How often do handoffs, approvals or follow-ups slow things down? *

Q9. If you could fix one process tomorrow, what would it be? Optional

03 / Systems + technology

Q10. What tools/systems run the business today? CRM Scheduling Finance Project / operations Spreadsheets Email / messaging Other

Add tool names, if useful Optional

Q11. How well do those systems work together? *

Q12. How are you using AI or automation today? Not yet Individual tools Some connected workflows Embedded in operations

Q13. What’s stopping you from improving or automating more? Time Unclear starting point Disconnected data Budget Security / trust Nothing

04 / What the problem is worth

Q14. How many people touch the process you most want to improve? Q15. How much time does it consume in a typical week?Approximate hours per person involved, if you know.

Q16. What does the problem affect? Labor Cost Capacity Revenue Margin Speed Customer experience Risk

Q17. Do you know roughly what that impact is worth? Optional

Type of impact Approximate amount, if known

05 / Readiness

Q18. How soon would you want to improve it if the opportunity made sense? Q19. How would you prefer to tackle it?

Q20. Where should we send your results?

We ask for this at the end so you can explore the Audit first.

Name * Email * Company * Role * Website Optional Phone Optional

Q21. Anything else we should know? Optional; not scored

Describe the process, not passwords, payment data, patient information, or confidential customer records.