Self Assessment
Is Your Business
Ready For Automation?
Most growing businesses have at least one process that happens every week that shouldn’t require a human. This quick assessment will help you identify whether automation could save your team time, reduce errors, and eliminate bottlenecks.
Section 1 — Process Friction
1 of 6
Section 1 — Process Friction
01
Are there tasks your team performs repeatedly every week?
Yes
No
02
Do any of these tasks involve moving data between systems (email, spreadsheets, CRM, etc.)?
Frequently
Sometimes
Rarely
03
Do you rely on people to remember steps in a process instead of a system enforcing it?
Yes
Sometimes
No
04
Do things ever “fall through the cracks” — missed follow-ups, lost info, delays?
Often
Occasionally
Rarely
Section 2 — Time & Cost Impact
05
How many hours per week are spent on repetitive admin tasks?
0–5 hours
5–15 hours
15–30 hours
30+ hours
06
Who is primarily doing this work?
Admin staff
Operations team
Managers
Multiple roles
07
If these tasks were eliminated, what would that time be redirected to?
Section 3 — Document & Data Workflows
08
Do you regularly receive documents, forms, or data from clients or vendors?
Yes
No
09
What happens when you receive them? Select all that apply.
Manually download or save files
Rename or organize them
Enter data into another system
Track status in a spreadsheet
Follow up for missing information
Section 4 — System Complexity
10
How many tools or systems does your business use regularly?
1–3
4–7
8–12
12+
11
Do these systems integrate cleanly today?
Yes
Somewhat
Not really
Section 5 — Readiness & Fit
12
Are your key processes generally consistent, or do they change frequently?
Consistent
Some variation
Highly variable
13
How important is reducing manual workload in the next 6–12 months?
Critical
Important
Not a priority
Section 6 — Almost There
14
What is one process in your business that feels repetitive or inefficient?
15
Company Name
16
Your Name
17
Email
18
Would you like a quick review of your responses and recommendations?
Yes
No
High Fit