Answer each question honestly. Tally your score at the end to see
where automation can save your business the most time.
Your Score
__/50
How to use this worksheet: Each question is worth up to 5 points. Circle or check the option that best describes your current situation. Add up your total at the end and use the score guide to identify your biggest automation opportunities.
Section 1: Daily Operations
How many hours per day does your team spend on repetitive manual tasks (data entry, copy-paste, email follow-ups)?
How often do leads, clients, or tasks fall through the cracks because of a manual process?
Does your team manually move information between tools (e.g., copy from a form into a spreadsheet or CRM)?
Section 2: Communication & Follow-Up
How do you currently handle follow-up emails or messages to clients/leads?
Do clients or customers ever complain about slow responses or missed follow-ups?
How are appointment reminders or scheduling confirmations sent?
Section 3: Data & Reporting
How do you generate reports or track KPIs for your business?
How long does it take to produce a weekly or monthly summary report?
Section 4: Documents & Workflows
How are documents like contracts, invoices, or intake forms created and sent?
Is there a step in your workflow that you repeatedly do yourself because it hasn't been handed off or automated yet?
Well Optimized
Your operations are fairly streamlined. Focus on fine-tuning existing automations and expanding where possible.
Strong Automation Potential
There are clear gaps where automation can save you 5–15 hours per week. Book a free audit to identify the quickest wins.
High Impact Opportunity
Your team is spending significant time on tasks automation can handle. A structured workflow overhaul could save 15–30 hours per week.
Automation Ready
Your business is leaving major time and money on the table. Let's talk immediately, the ROI on automation here is extremely high.