Client Discovery Questionnaire for Automation Projects

This short questionnaire is crafted to help you articulate your challenges clearly, allowing us to design effective workflows that address them. Your detailed responses will enable us to propose targeted automations that save time and enhance efficiency.

First Name

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Last Name

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Company Name

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Website

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Tell Us About Your Business

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Describe a specific problem you'd like to solve?

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Do you have any ideas or initial thoughts on how this problem could be solved?

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What outcomes do you expect from solving this?

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What tools or systems are involved?

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What challenges or limitations do you foresee?

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Do you have a preference for n8n hosting?

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Do you need regular maintenance?

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Do you need onboarding training to manage the tool?

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What is your approximate budget?

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What is your desired deadline for this project?

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Anything else to share to inspire us?

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Client Discovery Questionnaire for Automation Projects

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