Lola AI Audit Beta Intake Prep

Use this worksheet before requesting a VSP Group AI Workflow Audit beta spot.
The beta is audit-only. It does not guarantee revenue, leads, rankings, time
savings, implementation, software setup, or business outcomes.

1. Basic business information
- Full name:
- Email:
- Business name:
- Website:
- City / market:
- Industry:
- What do you sell?
- Highest-value service or product:

2. Lead and workflow path
- How do new customers usually find you?
- What happens when a new lead comes in?
- Who responds first?
- Where do leads or customers fall through the cracks?
- What follow-up happens today?

3. Repetitive work
- What manual or repetitive task costs the most time?
- What spreadsheets, inboxes, forms, DMs, or tools are involved?
- What reports, reminders, reviews, or customer updates are hard to keep up with?

4. Desired first improvement
- Which first improvement matters most?
  Faster response / fewer missed leads / less admin / better follow-up /
  consistent content / cleaner reporting / other:
- What would a useful first improvement look like?
- What should VSP Group avoid recommending?

5. Public links to review
- Website:
- Google Business Profile or local listing:
- Social profile:
- Booking/contact page:
- Other public page:

6. Boundary check
- I understand this is an audit/intake, not a guarantee of revenue, rankings,
  leads, time savings, implementation, or specific results.
- I understand no passwords, private customer data, CRM access, inbox access,
  calendar access, payment access, or account credentials are needed for the
  audit stage.
- I understand pricing, paid implementation, external sends, system access,
  customer-data handling, and regulated advice require a separate approved
  scope.

Internal reviewer note:
Score fit with the AI Workflow Audit Fit Worksheet before preparing any
external-facing brief. Stop before pricing, access, CRM/form/calendar writes,
outreach, sensitive data, paid work, or guaranteed outcomes.