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The Claude Audit Worksheet.

Twelve questions across three sections. Roughly 30 minutes. Your draft saves automatically as you go. Send it when you're done; Kim reviews each worksheet personally and replies within one business day.

So Kim knows who's on the other end

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Section 1 · Map the work

A 30-minute pass at how your team actually spent last week.

1. List the 5 most repeated knowledge tasks anyone on your team did this week.

2. For each, estimate the average time per occurrence and how often it happens per week.

3. For each, score quality: low / medium / high. Be honest.

Section 2 · Find the wedge

Of the five tasks, which has the cleanest fit for Claude.

4. Of those 5 tasks, which has the clearest input and the clearest "good output"?

5. For each task, what existing tools touch the work? (CRM, doc, Slack, email, etc.)

6. Where does the team currently lose context, time, or accuracy?

7. Which tasks would a new hire be expected to handle? Which would they not be?

Section 3 · Decide the deployment

Pick two. Get specific. Decide the shape.

8. Pick the 2 tasks with the clearest specs and existing tool integrations.

9. For each, draft a one-sentence success metric. (Be specific: numbers, thresholds, latency.)

10. For each, list the 3-5 inputs the system needs to do its job.

11. For each, decide: does this need full automation, or human-in-the-loop?

12. If you implemented these 2 deployments, how many hours would your team get back per week?