How much of your daily operations involve repetitive, manual tasks?
Think: data entry, copy-pasting, scheduling, invoice processing, report generation.
Almost everything is manual
Mostly manual with a few automations
We have some automation but big gaps remain
Most processes are automated, looking to optimize further
Are your core business processes documented?
SOPs, checklists, workflow diagrams, or any written procedures.
No documentation exists
Some processes are documented but most are tribal knowledge
Key processes are documented but not regularly updated
Well-documented and maintained processes
How do you currently handle customer communications?
All manual (phone, email, in-person)
Basic email templates but mostly manual
CRM or email platform with some automated sequences
Integrated CRM with automated workflows and segmentation
Where does your team spend the most time on tasks that feel low-value?
Everywhere — we're drowning in busywork
A few specific bottlenecks we know about but haven't fixed
We've addressed the big ones, small inefficiencies remain
Our team focuses almost entirely on high-value work
How quickly can you onboard a new employee or client?
It's chaotic — no standard process
We have a checklist but it's mostly manual
Partially automated with templates and sequences
Smooth and largely automated from start to finish