Automation Discovery — Bach Vu

Automation
Opportunity Map

Structured business audit framework. Identify, score, and prioritize automation opportunities — then package the result as a premium client deliverable.

Step 1 of 4 — Client Profile

Client Profile

Basic business context. This frames the audit scope.

Business / Client Name

Industry

Company Size

Annual Revenue (Approx.)

Avg. Staff Hourly Cost (CAD)

Primary Pain Points (select all that apply)

📋

Manual Data Entry

Spreadsheets, copy-paste

🐌

Slow Follow-ups

Leads, clients, vendors

📊

Manual Reporting

Weekly/monthly reports

📅

Scheduling Chaos

Bookings, meetings, staff

📦

Inventory Errors

Stockouts, overstock

💬

Communication Gaps

Missed emails, messages

Process Inventory

Select every department or function this business operates. We’ll score each one.

💰

Sales & CRM

Leads, pipeline, quotes

📣

Marketing

Campaigns, social, email

⚙️

Operations

Fulfillment, logistics

🏦

Finance & Accounting

Invoices, reconciliation

👥

HR & Onboarding

Hiring, payroll, compliance

🎧

Customer Service

Support tickets, FAQs

📦

Inventory / Supply

PO, reorder, tracking

📊

Reporting & Analytics

Dashboards, KPIs

📜

Compliance & Legal

Contracts, audits

Process Scoring

Rate each selected department across 4 dimensions. This drives the ROI calculation.

Opportunity Map

Generated by the Bach Vu Automation Discovery Engine ·
Estimates based on client-provided inputs. Actual ROI subject to implementation complexity and process adoption.