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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?

How do you currently send quotes?

Do you invoice manually?

Do you invoice manually?

What do you use to invoice?

What do you use to invoice?

Do you schedule jobs

Do you schedule jobs

How do you schedule jobs?

How do you schedule jobs?

Do you send reminders for scheduled jobs?

Do you send reminders for scheduled jobs?

Do you take deposits before jobs

Do you take deposits before jobs

How do customers pay deposits?

How do customers pay deposits?

Customer Management

Where do you store your customer details?

Where do you store your customer details?
A
B
C
D
E
F
G
H

Tools

Untitled multiple choice field
A
B
C
D
E
F
G
H
I
J
K
L
M
N
O
P
Q
R
S
T
U
V
W

Bottlenecks

What’s the MOST time-wasting task each week?

Which area needs automation the MOST?

Which area needs automation the MOST?
A
B
C
D
E
F
G
H

Follow-ups & Reviews

Do you send follow-ups automatically?

Do you send follow-ups automatically?

Do you collect Google reviews automatically?

Do you collect Google reviews automatically?

Extra Notes

Anything else you want automated?