Page 1 of 1
Automation Readiness Check
Identify where simple automation could reduce manual work or operational friction.
What Best describes your business?
*
What Best describes your business?
A
Solo / freelancer
B
Small Team (2 - 5)
C
Growing team (6–15)
D
Established team (16+)
Briefly describe what your business does.
*
Which best describes your role?
*
Which best describes your role?
A
Owner / Founder
B
Operations / Admin
C
Sales / Client-facing
D
Other
How do people usually find or contact you?
*
How do people usually find or contact you?
Social Media
Websites Form
Email
Referrals
DM's / What's App / Messenger
Not Sure / Varies
Do enquiries ever get missed or delayed?
*
Do enquiries ever get missed or delayed?
A
Often
B
Sometimes
C
Rarely
D
Not Sure
What happens after someone enquires?
*
What happens after someone enquires?
A
We reply manually each time
B
We have a basic response template
C
It depends on who sees it first
D
Not clearly defined
Are follow-ups consistent
*
Are follow-ups consistent
A
Yes, always
B
Sometimes
C
Rarely
D
Not sure
Which tasks feel repetitive or time-consuming?
*
Which tasks feel repetitive or time-consuming?
Responding to enquiries
Booking appointments
Client onboarding / paperwork
Follow-ups
Internal admin
Reporting / tracking
Not sure
Do any processes rely heavily on memory?
*
Do any processes rely heavily on memory?
A
Yes
B
Somewhat
C
No
D
Not sure
Where is client or lead information currently stored?
*
Where is client or lead information currently stored?
Email
Spreadsheets
CRM
Messaging apps
Multiple places
Not sure
What’s the biggest operational frustration right now?
*
What would “working better” look like for you?
*
Are you open to explore automation if it make sense?
*
Are you open to explore automation if it make sense?
A
Yes
B
Maybe
C
Not right now
What is your Company Name?
*
What is your email adress?
*
Your Name!
*
What is your contact number?
Only if you’re comfortable — we typically communicate via email.
Where is your company based?
*
Submit
