👋 Welcome To Your Audit & Strategy Engagement Onboarding Hub
Phase 1 of 6 - Welcome & Kickoff
You’re officially in!
This is your personalized onboarding hub—your central workspace for everything related to your
Audit & Strategy engagement with Snap Automation.
This experience is built in phases—6 in total—each one designed to guide you step-by-step through the key information, forms, and action items we need to launch your project with clarity and momentum.
Inside each phase, you may find —
🟦 An overview of what the module covers.
✅ Key information to help you understand what to expect.
📝 Smart forms to share important context, details, and preferences.
📁 Downloadable resources to support your onboarding experience.
📌 Action items that keep the project moving smoothly.
✔️ A Next Steps section that helps transition smoothly through onboarding.
As you complete each phase—submitting forms, confirming documents, or engaging with resources—our internal systems are automatically updated.
These behind-the-scenes automations help us:
Keep your progress on track.
Notify our team when you’ve completed a step so we can jump into action.
Unlock the next actions in your onboarding flow.
We’ve designed this process to be simple, organized, and friction-free—so you can focus on your business while we prepare to deliver high-impact recommendations and solutions.
As you complete the required action items in each phase, you will unlock and transition to the next onboarding phase.
Let’s hit the ground running.
Action Items:
✅ REQUIRED — Review, sign, and submit the Audit & Strategy Engagement Scope & Deliverables MSLA form below.
✅ RECOMMENDED — Download your Onboarding Checklist and keep it handy.
Once you have submitted the MSLA you will move onto the next module of onboarding.
Audit & Strategy Engagement — Scope & Deliverables Master Service Level Agreement
(~5 Minutes)
Please review the scope of work included in your Audit & Strategy engagement with Snap Automation.
By submitting this form, you confirm that you understand and agree to the deliverables outlined below.
Scope of Work
The following outlines the full scope of services included in this Audit & Strategy engagement with Snap Automation.
This phase is strictly limited to discovery, analysis, and strategic recommendation.
No implementation or technical development will be performed during this phase.
The obligations of Snap Automation for this engagement will be considered satisfied upon Snap Automation's completion and submission of the following deliverables:
1. Business Systems Audit
A structured, consultative review of your current business systems, processes, tools, and workflows. This includes intake of your existing tech stack, workflow descriptions, and access to relevant materials (as provided by you).
2. Bottleneck & Inefficiency Analysis
A high-level analysis of operational friction points, redundancies, and gaps in efficiency based on the information and documentation you submit. This does not include process reengineering, SOP creation, or team training.
3. AI + Automation Opportunity Mapping
A curated list of feasible automation and AI opportunities that align with your business goals, budget, and challenges. This list is strategic in nature and does not include development, configuration, or platform-specific implementation.
4. Next Step Recommendations
Clear, actionable next steps to proceed into solution design, build, and integration, or additional research services if necessary. These recommendations may include proposed timelines, required systems access, and estimated scope and proposal for future work.
Important Clarifications
This phase is limited to analysis and advisory only. It does not include any system integrations, CRM configurations, workflow automations, or technical setup.
Further services (implementation, build, or integration) will be quoted and scoped separately.
Snap Automation is not responsible for the accuracy of assessments based on incomplete, outdated, or inaccurate client-provided information.
Recommendations are based on industry best practices and professional judgment, but the decision to act on them remains the client’s responsibility.
While Snap Automation will thoroughly explore potential solutions during this engagement, there is no guarantee that a feasible or fully implementable solution will be identified. If no viable solution is found, Snap Automation will provide a clear summary of findings, including feasible options and recommended next steps.
Submission of this form constitutes acknowledgment and agreement to the scope outlined above.
Agreement & Acknowledgment
Submission Details
Be sure to populate the following fields with the same contact information you have been using throughout our engagement process. Accuracy is critical as these fields are used to map your responses to your profile within our CRM.
Deliverables
Business Audit
Detailed discovery of your systems, tools, and workflows.
Bottleneck Review
A review of bottlenecks and inefficiencies.
AI + Automation Map
A mapped-out list of automation opportunities.
Next Steps
Clear next steps to move forward.
*IMPORTANT*
Please make sure to use the same contact information that you have been using during our communications for the completion of the payment form. This is to ensure a seamless transition into accessing your personalized client portal and providing additional onboarding materials.
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