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Team Workflow Feedback

This form is intended to help us better understand where time is being spent across the team and which parts of our workflows may be more manual or repetitive than they need to be. The goal is to identify areas where we may be able to improve processes or automate repetitive work without affecting strategic thinking, client understanding, or quality.

Section 1: Basic info
Name *
Role / Team *
Section 2: Time-wasting tasks
What are you wasting the most time on? *
What tasks take up the most time in your typical week? *
Which parts of your workflow feel the most repetitive or manual? *
Section 3: Automation opportunities
What seems like it can be automated without it impacting your ability to understand the client’s goals and their strategies? *
What parts should definitely stay manual because they require judgment, strategy, or client understanding? *
What tools or processes slow you down the most right now?
Section 4: Practical examples
Recent example
If we could improve or automate one thing for you this quarter, what would you choose? *
About how much time do you think that would save per week?
Anything else you’d like us to know?