Automation Opportunity Checklist
Tick each one that is true for you. Three or more ticks means an audit will probably pay off.
- I copy the same info between two apps every week.
- New inquiries wait more than an hour for a reply.
- I send the same welcome or follow-up email by hand.
- Booking a call takes more than two messages.
- I answer the same five questions repeatedly.
- I have no single list of all my leads.
- I forget follow-ups.
- Invoices or reminders go out late.
- I rebuild reports by hand.
- I do admin after hours.