SynergyIQ — Automation Project Proposal

Fill out this form to help us understand your automation needs. A branded PDF will be generated for your records.

1 About Your Business

Help us understand your company so we can tailor the right solution.

Company Name

Industry

Number of Employees

Location(s)

Website

Main Contact Name

Contact Email

Contact Phone

Who approves purchases like this?

2 What's the Problem?

Walk us through the process you want to improve. Don't worry about being technical.

Describe the process you want to automate

Biggest headaches (check all that apply)

Manual data entry / copy-paste Mistakes / errors from manual work Things take too long or get stuck Hard to track progress Staff on repetitive, low-value work Can't keep up with growth Compliance / record-keeping

How many times per day/week/month does this happen?

How many people are involved?

Roughly how long does one cycle take today?

3 What Does Success Look Like?

Help us understand your priorities.

Top Priority

What must the solution absolutely do?

What would be nice to have but not critical?

4 Your Tech & Data

What systems and tools are in the mix?

What software / tools do you use for this process today?

Compliance requirements (check all that apply)

5 Timeline & Budget

When do you want to start?

Budget Range

What is this problem costing you today? (time, money, missed opportunities)

6 Anything Else?

Additional notes, questions, or context