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Client Assessment

Market Trends

What market trends have you identified as opportunities or threats to your business?

Who are your main competitors, and how do you differentiate?

Financial Health

Operational Efficiency

Do you use automation or AI in any of your processes?
Yes
No

Customer Insights

Technology Infrastructure

Are you looking to upgrade your systems or introduce new technology?
Yes
No
Not right now

KPIs and Performance Gaps

Business Goals

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