Is Your Business Ready for Automation? Take the Quiz!

How do you currently handle customer inquiries? *

I manually respond to each one.

I have some templates saved but still respond manually.

I use chatbots, email automation, or CRM workflows.

How do you track leads and follow-ups? *

I keep notes in a notebook or spreadsheet.

I use a CRM, but I don’t maximize its features.

I have an automated CRM system that nurtures leads.

How do you process payments and invoices? *

I manually send invoices and follow up on payments.

I use an invoicing tool but still track payments manually.

I have an automated system for invoicing, payments, and reminders.

How do you schedule client meetings or calls? *

I go back and forth via email or DMs to find a time.

I use a scheduling tool but still confirm manually.

I have an automated booking system that syncs with my calendar.

How do you market your business online? *

I post manually on social media and send emails one by one.

I schedule posts but don’t have a full automation strategy.

I use an automated marketing system (email, social media, ads).

How do you onboard new clients? *

I manually send forms, contracts, and welcome emails.

I have templates but still send them manually.

I have a fully automated onboarding system.

How do you handle task delegation and team communication? *

I manually assign tasks and remind my team.

I use project management software, but tasks aren’t automated.

I have automated task workflows in my project management system.

Full Name *

Email *

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