PRIVATE AI AUDIT APPLICATION

SHOW US WHERE
THE WORK GETS
STUCK.

Refined reviews five critical areas of your business—Marketing + Outreach, Sales + Conversion, Client Onboarding, Service + Delivery, and Operations + Client Growth—to identify costly bottlenecks and practical opportunities for AI-assisted improvement.

Tell us about your business, the process creating the most friction, and the outcome you want. If your company appears to be a strong fit, we'll invite you to a brief fit conversation.

PAID CONSULTING ENGAGEMENT

The Five-Department AI Opportunity Audit is a paid consulting engagement. Submitting this application does not guarantee acceptance or create a consulting relationship.

01 ABOUT YOU

02 YOUR BUSINESS

03 FIND THE FRICTION

04 READINESS + INVESTMENT

STEP 1 OF 4

Estimated completion time: 6–8 minutes

👤

LET'S START WITH YOU.

Tell us who you are and how you are involved in the business.

YOUR NAME *

BUSINESS EMAIL *

COMPANY NAME *

COMPANY WEBSITE *

If your website is not currently published, enter "Not currently published."

WHAT IS YOUR ROLE? *

PLEASE DESCRIBE YOUR ROLE

ARE YOU INVOLVED IN APPROVING THIS ENGAGEMENT? *

Yes, I am the decision-maker I share the decision with someone else I am researching for a decision-maker No

🏢

HELP US UNDERSTAND THE BUSINESS.

We need enough context to understand the customer journey and the systems supporting it.

WHAT DOES YOUR COMPANY DO? *

Briefly describe what you sell, who you serve, and how customers typically work with your company. (Approximately 50–300 words.)

HOW LARGE IS YOUR CURRENT TEAM? *

WHICH TOOLS DOES YOUR TEAM USE TO MANAGE CUSTOMERS AND WORK? * (Select all that apply)

Gmail or Google Workspace Outlook or Microsoft 365 Google Drive OneDrive or SharePoint CRM Project-management platform Scheduling platform Forms or surveys Spreadsheets Client portal Industry-specific software Other I'm not sure

PLEASE LIST THE TOOL NAMES (optional)

🎯

WHERE DOES THE WORK GET STUCK?

Choose up to three areas creating the most friction, then tell us which single process deserves the closest examination.

WHERE IS YOUR BUSINESS EXPERIENCING THE MOST FRICTION? * (Select up to 3)

Maximum of three selections. Choose the areas creating the most significant drag on your business.

📣MARKETING + OUTREACH

Finding qualified prospects Researching prospects Personalizing outreach Following up consistently Tracking campaigns or lead sources

🤝SALES + CONVERSION

Responding to inquiries Qualifying leads Preparing for sales conversations Summarizing calls and tracking objections Creating proposals Maintaining follow-up and CRM records

👋CLIENT ONBOARDING

Collecting client information Requesting missing information Gathering documents Scheduling and kickoff preparation Moving information from sales to delivery Tracking onboarding progress

⚙️SERVICE + DELIVERY

Managing incoming client requests Answering repetitive questions Researching or summarizing information Preparing documents or first drafts Completing templates Communicating project status Monitoring deadlines Reviewing work for quality Escalating urgent or sensitive matters

📈OPERATIONS + CLIENT GROWTH

Finding SOPs or internal information Training team members Routing work Preparing leadership reports Monitoring client satisfaction Preparing renewals Re-engaging past clients Identifying referral or additional-service opportunities

Other

PLEASE DESCRIBE THE AREA CREATING FRICTION (optional)

0 of 3 selected

WHAT IS THE ONE PROCESS YOU MOST WANT US TO EXAMINE? *

Walk us through what happens today. What starts the process? Who becomes involved? Which tools are used? Where does the work slow down, repeat, or fall through? What is supposed to happen at the end?

⚠ Do not include confidential records, customer names, passwords, financial information, health information, legal documents, or other protected data.

HOW OFTEN DOES THIS PROCESS OCCUR? *

Several times per day About once per day Several times per week About once per week Several times per month Occasionally I'm not sure

APPROXIMATELY HOW MUCH TOTAL TEAM TIME DOES THIS PROCESS CONSUME? *

Fewer than 2 hours per week 2–5 hours per week 6–10 hours per week 11–20 hours per week More than 20 hours per week I'm not sure

WHAT HAPPENS WHEN THIS PROCESS IS DELAYED OR HANDLED INCONSISTENTLY? * (Select all that apply)

Leads go cold Deals take longer to close Revenue opportunities are missed Customers wait too long Work must be redone Deadlines are missed Senior employees perform lower-value work The owner becomes the bottleneck Team members cannot find the information they need Customer experience becomes inconsistent Renewals, referrals, or additional sales are missed The company cannot comfortably take on more work It mainly causes frustration Other

PLEASE DESCRIBE THE BUSINESS IMPACT (optional)

WHAT WOULD A SUCCESSFUL IMPROVEMENT LOOK LIKE? *

Describe the business result you want—not the AI tool you think you need. Examples: respond to qualified inquiries within one hour, reduce onboarding delays, give the team one reliable place to find approved answers, or reduce the time senior staff spend preparing routine work.

📋

IS THE PROCESS READY TO BE REFINED?

These final questions help us evaluate implementation readiness, human oversight, timing, and potential scope.

HOW CONSISTENT IS THE PROCESS TODAY? *

Clearly documented and consistently followed Partially documented Not documented, but generally handled the same way Different people handle it differently The process is still being developed I'm not sure

DOES THIS PROCESS INVOLVE SENSITIVE OR REGULATED INFORMATION? * (Select all that apply)

🔒 Do not provide the sensitive information itself. We only need to understand which categories may be involved.

No sensitive information Customer contact information Financial or payment information Health information Legal or confidential client information Employee information Account credentials or system access Other protected or regulated information I'm not sure

WHO WOULD REVIEW OR APPROVE AI-ASSISTED WORK? *

Provide the person's role—not private contact information.

WHEN WOULD YOU LIKE TO BEGIN? *

As soon as possible Within 30 days Within 60–90 days Within the next six months I am currently exploring options

WHAT IMPLEMENTATION INVESTMENT ARE YOU PREPARED TO CONSIDER AFTER THE AUDIT? *

This refers to potential implementation after the paid audit—not the audit fee itself.

Under $2,500 $2,500–$5,000 $5,000–$10,000 $10,000–$25,000 More than $25,000 I need the audit findings before determining a budget

WHICH AUDIT OPTION ARE YOU CONSIDERING? *

Refined Snapshot Audit — one priority-department deep dive Refined Business Audit — five-department review with two priority deep dives I'm not sure which option fits I need more information before choosing

IS THERE ANYTHING ELSE WE SHOULD UNDERSTAND? (Optional)

I understand that the Five-Department AI Opportunity Audit is a paid consulting engagement. I will not submit passwords, protected records, confidential customer files, financial account information, health information, legal documents, or other sensitive data through this application. I understand that submitting this application does not guarantee acceptance or create a consulting relationship.

Your application will be reviewed by a person before any invitation is sent.

There was a problem submitting your application. Please check your answers and try again. If the issue continues, please contact us directly at hello@refinedbyai.com.

✓

APPLICATION RECEIVED

WE'LL REVIEW THE WORK
BEHIND THE BOTTLENECK.

Thank you for applying for a Private AI Audit with Refined.

We'll review your business, primary bottleneck, desired outcome, implementation readiness, and potential fit for the Five-Department AI Opportunity Audit.

If the opportunity appears to be a strong fit, we'll contact you by email with the next step. Please monitor your inbox, spam, and promotions folders.

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