Diagnostic Intake

Start the audit before the first call.

This guided intake helps us understand how work moves through the company, where friction shows up, and what each role is experiencing on the ground. Submit one response per role so we can compare patterns cleanly.

Best use: ask the CEO, operations lead, project manager, department leads, and a few frontline operators to complete this separately. The overlap is often where the best first wins are hiding.

Role-based intake

Client-side draft saving

Email-ready summary

Built for the 2-week audit

Diagnostic progress 0% complete

Section 1

Company and respondent details

Company name Company size Industry Respondent name Respondent email Respondent role

Section 2

Shared workflow baseline

What work feels slower, messier, or more manual than it should right now? Where do handoffs, approvals, or follow-up break down most often? What tools, documents, or systems are involved today? What data, approvals, or security constraints would any solution need to respect? If this engagement worked, what would be noticeably better 90 days from now?

Section 3

Role-specific questions

Select a respondent role above and the intake will load questions tailored to that perspective.

Section 4

Review and send

This summary is generated from the answers above. You can copy it, email it to KPS, or use it as prep before the audit call.

Generated summary

Email Intake to KPS