Business Process Audit Form Template

Process Audit Template

A structured, dark-themed template for running an initial business process diagnosis and collecting the details needed to design automation and operational improvements.

• Covers marketing, sales, delivery, and operations in one guided workflow
• Includes fields for BPMN discovery, lead tracking, CRM usage, onboarding, reporting, and bottlenecks
• Supports richer intake with video summary requests, conditional CRM questions, and detailed text areas
• Helps identify manual tasks, delays, silos, and data-quality issues before implementation
• Ends with a strong submission CTA for streamlined client handoff

Primary use case: ideal for automation consultants, operators, and service businesses that need a repeatable client discovery and diagnostic form before proposing solutions.