Synced AI · Client Intake

Operational Friction Diagnostic

Default Synced AI client intake — 18 questions across operations, systems, and people.

About you

Name *

Email *

Company *

Role

Department

1. What is your role and department?

2. How long have you been in this role?

3. How does information typically reach you to do your job? (emails, meetings, dashboards, word of mouth, etc.)

4. Are there situations where you can't get the information you need? Describe them.

5. What reports or data summaries do you produce regularly? How long do they take?

6. Do you receive reports that feel redundant, outdated, or unused? Which ones?

7. Which tools and systems do you use most in your day-to-day work?

8. Where do you go to find the "real" version of important data (e.g. headcount, revenue, project status)?

9. Do you maintain any spreadsheets, trackers, or documents that aren't connected to a central system?

10. What tasks do you do manually that feel like they should be automated?

11. Do you copy-paste data between systems? If so, describe which systems and how often.

12. What is the most common reason work gets delayed or stuck? Describe the situation.

13. What approval processes take longer than they should? Why?

14. Roughly how many hours per week do you spend on tasks that feel inefficient?

15. What decisions do you make without the information you wish you had?

16. What would you want to see on a dashboard that doesn't currently exist?

17. If you could fix one operational problem in your team this month, what would it be?

18. Is there anything else that significantly slows you or your team down that hasn't been covered?

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