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How many employees are involved in backend operations (approvals, data entry, finance, etc.)?
25
employees
1
1000
How many hours per week does your team spend on manual tasks?
*
0 - 5 hours
6 - 15 hours
16+ hours
How long does it typically take to approve an internal request (budgets, compliance, sales approvals)?
*
A few hours
1 - 2 days
3+ days
How many revenue-generating deals/projects are delayed per month due to internal processes?
*
None
1 - 3
4 - 7
8+
What is the average size of these delayed deals?
*
Less than $10K
$10K - $50K
$50K - $250K
$250K+
How much longer do deal approvals add to the closing process?
*
No delay at all
1 - 3 days
4-7 days
8+ days
How often do team members manually move data between systems?
*
Never - fully automated
Occasionally - some gaps in automation
Often - it’s a major inefficiency
Always—it’s fully manual
How many disconnected tools are currently used in backend workflows?
*
1 - 3
4 - 6
7+
Do your automation tools fully sync across departments?
*
Yes, everything integrates
Some tools integrate, but there are gaps
No, our systems are disconnected
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[hours]*[employees]*50*52
LaborCost
$
[hours]*[employees]*52
Totalhours
Hours
[dealsize]*[delays]*([longer]/30)*12
HoldRevenue
$
[manually]*[employees]*50*52
ManualData
$
[hours]*[employees]*[manually] * 50 * 4
Savings
$
[laborcost]+[holdrevenue]+[manualdata]
TotalImpact
$
[totalimpact]*0.5
SavingsLow
$
[totalimpact]*0.8
SavingsHigh
$
