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Automation Health Check

Basic Business Insight

What is the name of your business?

What industry does your business operate in?

What are your key business objectives?

What challenges or pain points are you currently facing?

What do you or your staff do on a daily basis to drive revenue?

Time & Workflow Bottlenecks

What are the top 3 tasks in your business that feel the most time-consuming

Feel free to list more than 3

What is something that you wish you could automate but haven't yet?

Are there any tasks your team repeats daily or weekly that could be streamlined?

Customer Communication

Do you currently use any software to follow up with leads or customers automatically?

If yes, which one(s)?

Are you capturing customer phone numbers or emails?

If yes, how are you using them?

Do you have an automatic system for sending reminders, confirmations, or updates?

Lead Generation & Follow-up

How are new leads or inquiries currently handled?

Do you have any automated process to follow up with:

1. Cold leads? 2. Lost customers? 3. Interested website visitors?

Sales & Payments

Is your sales process manual or automated?

Do you have an online checkout or payment system?

Do you send invoices manually or automatically?

Do you send automated receipts or follow-up emails after a purchase/service?

Customer Experience & Retention

Do you currently offer loyalty, rewards, or referral programs?

If yes, are they automated?

Do you collect customer feedback or reviews automatically?

Do you have a system that re-engages customers who haven't purchased in a while?

Analytics & Insights

Do you have any dashboards or reports that show you:


1. Sales performance 2. Customer behavior 3. Marketing campaign results?

Do you make decisions based on data or gut instinct?

Current Tools & Tech

What platforms or software are you currently using in your business?

(e.g, CRM, email marketing, POS system, booking tool, etc.)

How well do these tools integrate with each other?

Obstacles & Hesitations

What's stopped you from automating more of your business up to now?

Are you worried about cost, complexity, or not knowing where to start?

Your Goals

If we could automate just one part of your business this month, what would make the biggest difference?

In 6 months, what would success look like after upgrading your automation systems?

Email Address

Name

Phone Number