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Automation Audit
Delivered inside 24 hours. No meetings, no calls, no excessive costs.
Takes about
5–8 minutes.
Answer these correctly so we can show you exactly where you’re wasting time and what to automate first.
Basic Info
What's your name?
*
Whats your email address?
*
What is the name of your business?
*
Your website URL:
*
Business Overview
How many people are on your team?
*
What type of business do you run?
*
What’s your biggest goal right now?
*
How do new leads contact you right now?
*
Do you offer quotes?
*
Do you offer quotes?
Yes
No
How do you currently send quotes?
*
Do you invoice manually?
*
Do you invoice manually?
Yes
No
What do you use to invoice?
*
What do you use to invoice?
Gmail
Xero
Quickbooks
Stripe
Square
Paper
Other
Do you schedule jobs
*
Do you schedule jobs
Yes
No
How do you schedule jobs?
*
How do you schedule jobs?
Google Calander
Phone Calls
Texts
Software
Manually on paper
Other
Do you send reminders for scheduled jobs?
*
Do you send reminders for scheduled jobs?
Yes
No
Do you take deposits before jobs
*
Do you take deposits before jobs
Yes
No
How do customers pay deposits?
*
How do customers pay deposits?
Bank transfer
Stripe
Square
Cash
Other
Customer Management
Where do you store your customer details?
*
Where do you store your customer details?
A
Nowhere
B
Google Sheets
C
Paper
D
CRM
E
GoHighLevel
F
Xero/Quickbooks
G
Emails/Inbox
H
Other
Tools
*
Untitled multiple choice field
A
Gmail
B
Outlook
C
Google Calendar
D
Apple Calendar
E
GoHighLevel
F
Jobber
G
ServiceM8
H
Tradify
I
Xero
J
QuickBooks
K
Stripe
L
Square
M
PayPal
N
Zapier
O
Calendly
P
Notion
Q
Trello
R
Monday.com
S
HubSpot
T
Google Sheets
U
Excel
V
None
W
Other
Bottlenecks
What’s the MOST time-wasting task each week?
*
Which area needs automation the MOST?
*
Which area needs automation the MOST?
A
Leads
B
Quotes
C
Follow-ups
D
Scheduling
E
Invoices
F
Reviews
G
Customer management
H
Other
Follow-ups & Reviews
Do you send follow-ups automatically?
*
Do you send follow-ups automatically?
Yes
No
Do you collect Google reviews automatically?
*
Do you collect Google reviews automatically?
Yes
No
Extra Notes
Anything else you want automated?
*
Submit