Automation Readiness Survey

This short assessment helps us understand where your agency is today so we can tailor any recommendations. There are no right or wrong answers.

Answer each question honestly.

Respondents can select as many as they like

Primary goals

Reduce admin time

Section 1: Goals & constraints

Respondents can select as many as they like

Section 1: Goals & constraints

We have clear, agreed goals for automation (e.g. reducing admin time, improving onboarding, or reporting).

We know the top 3 processes that cost the most time each week.

We have an owner who can make decisions quickly (ops lead / founder).

We can allocate time for discovery testing and rollout (not just “build it and hope”).

Section 2: Process clarity (before tools)

Respondents can select as many as they like

Section 2: Process clarity (before tools)

Our lead-to-client journey is documented at a high level.

Our onboarding steps are consistent (not reinvented for every client).

We have defined handoffs between sales → onboarding → delivery.

We have clear definitions for pipeline stages/statuses.

Our team generally follows the same process (not multiple inconsistent versions).

Section 3: Data quality & ownership

Respondents can select as many as they like

Section 3: Data quality & ownership

Our CRM is the source of truth (not scattered across inboxes/spreadsheets/DMs).

Required fields are enforced (or at least consistently filled).

We can identify and resolve duplicate or inconsistent records.

We know which data points are essential for reporting.

We have someone responsible for data hygiene.

Section 4: Tool stack & access

Respondents can select as many as they like

Section 4: Tool stack & access

We know what tools we use across sales delivery and reporting.

We can grant access/API permissions where needed.

Our tools are reasonably stable (we’re not changing the stack every month).

We understand which tools must remain “system of record” vs “nice to have.”

Section 5: Delivery readiness (implementation)

Respondents can select as many as they like

Section 5: Delivery readiness (implementation)

We can test automations with real scenarios (edge cases included).

We have a rollout plan (pilot → team launch → stabilization).

We can assign an internal point person for feedback during rollout.

We expect iteration (v1 → v2), not perfection on day one.

Section 6: Documentation & maintenance

Respondents can select as many as they like

Section 6: Documentation & maintenance

We want the system documented (workflows triggers exceptions).

We want SOPs and ownership for ongoing changes.

We have a maintenance plan (monitoring alerts bug fixes).

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Automation Readiness Survey

Title

First Name

Last Name

Agency Name

Email

Primary goals

Section 1: Goals & constraints

Section 2: Process clarity (before tools)

Section 3: Data quality & ownership

Section 4: Tool stack & access

Section 5: Delivery readiness (implementation)

Section 6: Documentation & maintenance

Add to mailing list?