Start Your Free Automation Assessment

This quick 5-minute quiz will help uncover the #1 manual process draining your time so you can automate it.

Full Name *

Phone *

Email *

Section 1: About Your Business

*1. What is your primary business model? (Service-based, product-based, hybrid) *

*2. How many team members are currently involved in daily operations? *

Just me (solo)

2–5

6–10

10+

*3. On average, how many hours per week do you or your team spend on manual/repetitive tasks? *

Less than 5 hours

5–10 hours

10–20 hours

20+ hours

Section 2: Customers & Clients

*4. How do you currently handle appointment scheduling or booking? *

Manually (phone/email)

Patially Automated (e.g., Google Calendar links, basic tools)

Fully automated (booking system with reminders)

*5. How often do you lose track of follow-ups with leads or clients? *

Rarely

Sometimes

Frequently

*6. Do you have a CRM (Customer Relationship Management system) in place? *

Yes, but not consistently

Yes, fully integrated

Section 3: Sales & Marketing

*7. How do you currently collect and qualify leads today? (manual forms, spreadsheets, automated lead capture, etc.) *

Manually (forms, spreadsheets, notes)

A mix of manual + digital spreadsheets, tools, etc

Fully automated lead capture & scoring

*8. How often are leads followed up with automatically (email/text sequences)? *

Never

Sometimes

Always

*9. Which sales/marketing task do you find eats the most time? *

Social media posting

Email campaigns/newsletters

Lead nurturing/follow-ups

Other

Section 4: Finance & Admin

*10. How do you create and send invoices? *

Manually (Word, Excel, PDFs, etc.)

Through accounting or billing software but still manually triggered

Fully automated with reminders

*11. What slows you down the most in finances? *

Creating invoices

Chasing payments

Tracking expenses

Other

*12. How often do billing/administrative tasks cause delays in your business? *

Rarely

Sometimes

Frequently

Section 5: Pinpointing Your #1 Bottleneck

*13. If you could eliminate just ONE manual task in your business, which would it be? *

*14. Which area do you feel you waste the MOST time and energy on right now? *

*15. On a scale of 1–10, how urgent is it for you to solve this problem? *

Section 6: Readiness for Automation

*16. Have you tried any automation tools before? If yes, what worked and what didn’t? *

*17. Do you currently have standard processes documented (checklists, SOPs, etc.)? *

Yes

*18. Are you more focused on: *

Saving time

Increasing revenue

Improving customer experience

All of the above

Section 1: About Your Business

Section 2: Customers & Clients

Section 3: Sales & Marketing

Section 4: Finance & Admin

Section 5: Pinpointing Your #1 Bottleneck

Section 6: Readiness for Automation

🎉 Thanks for completing the assessment!

We’ll review your answers together in Session 1 Audit & Discovery to identify the single biggest process we can automate right away.