Business Automation Assessment

Answer a few questions so we can identify your business size and current digital stage. Then we’ll recommend the next best step.

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Your answers are private and used only to prepare your next-step recommendation.

Initial Business Triage

Basic details to contextualize your responses. This information provides context for your answers.

First Name

Last Name

Business name

Business Type

Type of Business (by audience)

Team size (employees, incl. owner)

Your role in the business

Operating Model

Service Coverage

How many NEW leads/requests do you receive in a typical month? (Potential customers)

How many ACTIVE customers/clients do you serve in a typical month? (Actual customers)

Do you have a website?

URL

How do you currently capture and store customer requests/leads?

Do you use a CRM (or a structured lead/customer tracking system)?

Do you track conversions and business performance?

How do you handle invoicing and payment follow-up?

What are your top pain points right now? (Select up to 3)

Errors and rework happen too often

Too much manual, repetitive work

Leads/tasks get lost (follow-up is inconsistent)

Hiring/admin costs are too high

Reporting and decision-making are difficult

Too many tools; everything feels fragmented

Which recurring processes consume the most time? (Select up to 3)

Lead response & follow-up

Quoting / proposals / pricing

Invoicing & payment follow-up

Internal coordination / task management

Reporting

Customer support

Order/service delivery / fulfillment

Who will own and drive this internally?

What is your main goal in the next 30 days?

Cut manual workload, reduce errors, and run leaner operations without hiring!

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