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Workflow review Gardner Tech Group Free · Personally reviewed

A free workflow review

Not sure whether automation is worth it? Let's find out.

Tell me where your team loses time, which tools you use and what happens when work falls through the cracks. I'll personally review the workflow and tell you whether I think it is worth automating.

If automation is unlikely to save enough time or money to justify the cost, I'll tell you that too.

The assessment is free.
Any resulting consultation is 20 minutes.
Submitting doesn't guarantee a meeting will be offered.
I read and review every submission personally.
You won't be added to a marketing list without your consent.

Step 1 of 5 About you

Website (leave blank)

About you

Full name

Work email

Phone (optional)

Role or job title

Business name

Business website (optional)

Your business

What type of business do you operate?

Briefly, what kind of business?

How many employees does the business have?

Just me 2–5 6–10 11–25 26–50 51–100 More than 100

Tools and where time goes

Which tools does your team use regularly? (select all that apply)

Google Workspace Microsoft 365 Gmail Outlook Excel Google Sheets Salesforce HubSpot QuickBooks Slack Microsoft Teams A CRM not listed A phone or contact-center system Scheduling software Industry-specific software Other

Other tools

Where does your team spend the most time each week? (select all that apply)

Following up with customers or leads Scheduling appointments Copying information between systems Entering the same information more than once Creating reports Reading or sorting email Summarizing calls, meetings or documents Answering repetitive customer questions Finding information Preparing quotes, proposals or documents Something else

The workflow

If you could eliminate one repetitive task, what would it be?

Describe what starts the task, what your team does manually and what the finished result looks like.

Approximately how much time does this consume across the team?

How many people are involved in completing or managing it?

How often does the workflow happen?

What happens when this work is delayed, missed or done incorrectly? (select all that apply)

Leads or sales are lost Customers wait longer Follow-ups are missed Employees work overtime The owner has to step in Reports or decisions are delayed Mistakes or duplicate work occur There may be a compliance risk It is mostly frustrating but has limited business impact Other

Readiness and consent

How soon would you want to improve this workflow, if there's a practical solution?

Who would be involved in approving a project?

What have you already tried? (optional)

What would a successful result look like? (optional)

Anything else I should know before reviewing this? (optional)

I understand this information may be used to evaluate and respond to my request. * Optional: send me occasional Gardner Tech Group updates. I can unsubscribe anytime.

See how I handle your information in the privacy policy.

Received

Thanks.

You told me that:

I'll personally review the workflow and determine whether it looks like a worthwhile automation opportunity.

If it appears to be a good fit, I'll send you a private link for a free 20-minute consultation. If it does not, I'll still try to give you an honest recommendation.

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Gardner Tech Group

Automations for small businesses, built in a week. One engineer, Annapolis, MD — working across the DC Metro area.

matt@gardnertechgroup.com

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