Is Your Business Ready to Automate?
3 minutes. 15 questions. Your personalized report.
Step 1 of 3
Your Business Profile
Step 2 of 3
The Assessment
0 of 15 answered
Data & Tools
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Are you copying and pasting data between tools manually? ~3 hrs/week
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Do you have more than 3 software tools that don't talk to each other? ~3 hrs/week
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Are errors or inconsistencies in your data a recurring problem? ~2 hrs/week
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Is your team spending time on data entry that requires no decision-making? ~3 hrs/week
People & Processes
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Would your operations break if one key person called in sick? ~2 hrs/week
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Does onboarding a new client take more than 1 day? ~4 hrs/week
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Is your team tracking tasks or projects in spreadsheets instead of a dedicated system? ~3 hrs/week
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Does scaling your business require hiring more people just to handle existing processes? ~3 hrs/week
Sales & Communication
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Do you follow up with leads manually via email or phone? ~4 hrs/week
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Do customers or clients frequently ask for status updates you have to look up? ~2 hrs/week
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Are you manually scheduling appointments, calls, or meetings? ~2 hrs/week
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Have you lost revenue because a follow-up or task slipped through the cracks? ~2 hrs/week
Reporting & Finance
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Are you generating reports by hand (pulling data, formatting, sending)? ~3 hrs/week
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Do you send invoices or receipts manually after each sale or project? ~2 hrs/week
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Do you lack a single dashboard to see how your business is performing right now? ~2 hrs/week
Step 3 of 3
0
out of 15
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